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

Destination 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	-666	Closed	-$36K	–	354
2019 Q2	$36K	Hold	666	–	–	﹤0.01%	317
2019 Q1	$35K	Hold	666	–	–	﹤0.01%	321
2018 Q4	$31K	Hold	666	–	–	﹤0.01%	317
2018 Q3	$37K	Hold	666	–	–	﹤0.01%	336
2018 Q2	$36K	Sell	666 -825	-55%	-$44.3K	﹤0.01%	299
2018 Q1	$78K	Buy	+1,491	New	+$79.2K	﹤0.01%	212

Other funds holding MDYG

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

Chartist Inc Seal Beach, California $139M AUM

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

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

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

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Destination Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2019, closing a stake of 666 shares — an estimated $36K sold.

Destination Wealth Management first reported a position in MDYG in Q1 2018 and held it in 6 quarters. The position peaked at $78K in Q1 2018. 190 funds tracked by Wall St. Rank hold MDYG as of Q3 2019.

Destination 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.
Destination Wealth Management sold 666 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2019, an estimated $36K.
Destination Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $78K in Q1 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 Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.