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Cavalier Investments’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Cavalier Investments’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
2021
Q2 		– Sell
-30,967
Closed -$2.33M – 111
2021
Q1 		$2.33M Sell
30,967
-4,134
-12% -$305K 1.01% 38
2020
Q4 		$2.43M Buy
+35,101
New +$2.25M 1.11% 31

Other funds holding MDYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Cavalier Investments's MDYG Position: Q2 2021 in Review

Cavalier Investments sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2021, closing a stake of 30,967 shares — an estimated $2.33M sold.

Cavalier Investments first reported a position in MDYG in Q4 2020 and held it in 2 quarters. The position peaked at $2.43M in Q4 2020. 254 funds tracked by Wall St. Rank hold MDYG as of Q2 2021.

  • Cavalier Investments reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Cavalier Investments sold 30,967 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2021, an estimated $2.33M.
  • Cavalier Investments first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and held it in 2 quarters.
  • Cavalier Investments's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.43M in Q4 2020.
  • 254 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2021.

Based on Cavalier Investments's 13F filing for Q2 2021, filed 11 Aug 2021.