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

Cornerstone Wealth 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
2019
Q3 		– Sell
-8,962
Closed -$488K – 362
2019
Q2 		$488K Sell
8,962
-1,499
-14% -$79.8K 0.09% 208
2019
Q1 		$1.19M Sell
10,461
-1,577
-13% -$79.9K 0.14% 165
2018
Q4 		$553K Sell
12,038
-712,250
-98% -$35.8M 0.12% 181
2018
Q3 		$4.85M Buy
724,288
+24,187
+3% +$1.35M 0.06% 300
2018
Q2 		$12.9M Buy
700,101
+687,258
+5,351% +$36.9M 0.15% 149
2018
Q1 		$666K Sell
12,843
-1,017
-7% -$54K 0.13% 160
2017
Q4 		$739K Sell
13,860
-684
-5% -$35K 0.14% 153
2017
Q3 		$722K Buy
14,544
+753
+5% +$36.1K 0.15% 137
2017
Q2 		$657K Sell
13,791
-792
-5% -$37.4K 0.15% 145
2017
Q1 		$670K Buy
14,583
+753
+5% +$34.6K 0.17% 125
2016
Q4 		$615K Buy
13,830
+2,640
+24% +$113K 0.2% 108
2016
Q3 		$470K Buy
+11,190
New +$478K 0.17% 122

Other funds holding MDYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CI
Chartist Inc Seal Beach, California $139M AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Cornerstone Wealth Management's MDYG Position: Q3 2019 in Review

Cornerstone Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2019, closing a stake of 8,962 shares — an estimated $488K sold.

Cornerstone Wealth Management first reported a position in MDYG in Q3 2016 and held it in 12 quarters. The position peaked at $12.9M in Q2 2018. 190 funds tracked by Wall St. Rank hold MDYG as of Q3 2019.

  • Cornerstone Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Wealth Management sold 8,962 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2019, an estimated $488K.
  • Cornerstone Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2016 and held it in 12 quarters.
  • Cornerstone Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $12.9M in Q2 2018.
  • 190 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2019.

Based on Cornerstone Wealth Management's 13F filing for Q3 2019, filed 29 Oct 2019.