Chessman Wealth Strategies RIA’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Chessman Wealth Strategies RIA’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
2018 Q4	–	Sell	-471	Closed	-$26K	–	107
2018 Q3	$26K	Sell	471 -139,398	-100%	-$7.78M	0.02%	82
2018 Q2	$7.55M	Buy	139,869 +66,906	+92%	+$3.59M	6.65%	8
2018 Q1	$3.83M	Sell	72,963 -23,007	-24%	-$1.22M	4.82%	7
2017 Q4	$4.97M	Buy	+95,970	New	+$4.91M	4.97%	10

Other funds holding MDYG

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

FWP

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Chessman Wealth Strategies RIA's MDYG Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2018, closing a stake of 471 shares — an estimated $26K sold.

Chessman Wealth Strategies RIA first reported a position in MDYG in Q4 2017 and held it in 4 quarters. The position peaked at $7.55M in Q2 2018. 179 funds tracked by Wall St. Rank hold MDYG as of Q4 2018.

Chessman Wealth Strategies RIA reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
Chessman Wealth Strategies RIA sold 471 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2018, an estimated $26K.
Chessman Wealth Strategies RIA first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and held it in 4 quarters.
Chessman Wealth Strategies RIA's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $7.55M in Q2 2018.
179 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.