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Boston Financial Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Boston Financial Management’s Portfolio MDYG Stock Details MDYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,226
Closed -$249K – 269
2017
Q2 		$249K Buy
5,226
+9
+0.2% +$425 0.02% 248
2017
Q1 		$242K Buy
5,217
+9
+0.2% +$413 0.02% 245
2016
Q4 		$231K Buy
5,208
+15
+0.3% +$642 0.02% 247
2016
Q3 		$221K Buy
+5,193
New +$222K 0.02% 235

Other funds holding MDYG

APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $139M AUM
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Boston Financial Management's MDYG Position: Q3 2017 in Review

Boston Financial Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2017, closing a stake of 5,226 shares — an estimated $249K sold.

Boston Financial Management first reported a position in MDYG in Q3 2016 and held it in 4 quarters. The position peaked at $249K in Q2 2017. 102 funds tracked by Wall St. Rank hold MDYG as of Q3 2017.

  • Boston Financial Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2017 after selling out during the quarter.
  • Boston Financial Management sold 5,226 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2017, an estimated $249K.
  • Boston Financial Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2016 and held it in 4 quarters.
  • Boston Financial Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $249K in Q2 2017.
  • 102 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2017.

Based on Boston Financial Management's 13F filing for Q3 2017, filed 30 Oct 2017.