Capital Advisors Ltd’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Capital Advisors Ltd’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
2022 Q1	–	Sell	-102	Closed	-$8K	–	1093
2021 Q4	$8K	Sell	102 -423	-81%	-$33.9K	﹤0.01%	536
2021 Q3	$40K	Sell	525 -102	-16%	-$7.93K	0.01%	338
2021 Q2	$49K	Hold	627	–	–	0.01%	318
2021 Q1	$47K	Hold	627	–	–	0.01%	298
2020 Q4	$43K	Hold	627	–	–	0.01%	294
2020 Q3	$36K	Buy	627 +102	+19%	+$5.82K	0.01%	298
2020 Q2	$28K	Sell	525 -102	-16%	-$5.08K	0.01%	305
2020 Q1	$27K	Hold	627	–	–	0.01%	296
2019 Q4	$36K	Buy	627 +102	+19%	+$5.61K	0.01%	277
2019 Q3	$28K	Hold	525	–	–	0.01%	284
2019 Q2	$28K	Sell	525 -3,135	-86%	-$167K	0.01%	315
2019 Q1	$192K	Sell	3,660 -1,175	-24%	-$59.5K	0.05%	151
2018 Q4	$222K	Buy	+4,835	New	+$243K	0.07%	136

Other funds holding MDYG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Advisors Ltd's MDYG Position: Q1 2022 in Review

Capital Advisors Ltd sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2022, closing a stake of 102 shares — an estimated $8K sold.

Capital Advisors Ltd first reported a position in MDYG in Q4 2018 and held it in 13 quarters. The position peaked at $222K in Q4 2018. 269 funds tracked by Wall St. Rank hold MDYG as of Q1 2022.

Capital Advisors Ltd reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Capital Advisors Ltd sold 102 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2022, an estimated $8K.
Capital Advisors Ltd first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2018 and held it in 13 quarters.
Capital Advisors Ltd's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $222K in Q4 2018.
269 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2022.

Based on Capital Advisors Ltd's 13F filing for Q1 2022, filed 9 May 2022.