CA
MDYG icon

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

Claro Advisors’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
2019
Q1 		– Sell
-360
Closed -$20K – 637
2018
Q4 		$20K Buy
+360
New +$18.1K 0.02% 543

Other funds holding MDYG

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $139M AUM
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Claro Advisors's MDYG Position: Q1 2019 in Review

Claro Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2019, closing a stake of 360 shares — an estimated $20K sold.

Claro Advisors first reported a position in MDYG in Q4 2018 and held it in 1 quarter. The position peaked at $20K in Q4 2018. 190 funds tracked by Wall St. Rank hold MDYG as of Q1 2019.

  • Claro Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 360 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2019, an estimated $20K.
  • Claro Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $20K in Q4 2018.
  • 190 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.