CF
MDYG icon

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

Copperwynd Financial’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
Q2 		– Sell
-49,791
Closed -$2.61M – 97
2018
Q1 		$2.61M Buy
+49,791
New +$2.64M 1.79% 13

Other funds holding MDYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $139M AUM
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Copperwynd Financial's MDYG Position: Q2 2018 in Review

Copperwynd Financial sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2018, closing a stake of 49,791 shares — an estimated $2.61M sold.

Copperwynd Financial first reported a position in MDYG in Q1 2018 and held it in 1 quarter. The position peaked at $2.61M in Q1 2018. 161 funds tracked by Wall St. Rank hold MDYG as of Q2 2018.

  • Copperwynd Financial reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Copperwynd Financial sold 49,791 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2018, an estimated $2.61M.
  • Copperwynd Financial first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2018 and held it in 1 quarter.
  • Copperwynd Financial's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.61M in Q1 2018.
  • 161 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2018.

Based on Copperwynd Financial's 13F filing for Q2 2018, filed 1 Aug 2018.