CAM
MDYG icon

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

Concorde Asset 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
2021
Q1 		– Sell
-3,463
Closed -$240K – 225
2020
Q4 		$240K Buy
+3,463
New +$222K 0.13% 127
2020
Q3 		– Sell
-11,105
Closed -$597K – 184
2020
Q2 		$597K Buy
+11,105
New +$553K 0.5% 46

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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concorde Asset Management's MDYG Position: Q1 2021 in Review

Concorde Asset Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2021, closing a stake of 3,463 shares — an estimated $240K sold.

Concorde Asset Management first reported a position in MDYG in Q2 2020 and held it in 2 quarters. The position peaked at $597K in Q2 2020. 251 funds tracked by Wall St. Rank hold MDYG as of Q1 2021.

  • Concorde Asset Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Concorde Asset Management sold 3,463 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2021, an estimated $240K.
  • Concorde Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2020 and held it in 2 quarters.
  • Concorde Asset Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $597K in Q2 2020.
  • 251 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2021.

Based on Concorde Asset Management's 13F filing for Q1 2021, filed 27 Apr 2021.