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

Disciplined Investments’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
2020
Q4 		– Sell
-119
Closed -$7K – 371
2020
Q3 		$7K Hold
119
– – 0.01% 282
2020
Q2 		$6K Sell
119
-131
-52% -$6.53K ﹤0.01% 303
2020
Q1 		$11K Buy
250
+131
+110% +$6.91K 0.01% 268
2019
Q4 		$7K Buy
+119
New +$6.54K 0.01% 310

Other funds holding MDYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Disciplined Investments's MDYG Position: Q4 2020 in Review

Disciplined Investments sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2020, closing a stake of 119 shares — an estimated $7K sold.

Disciplined Investments first reported a position in MDYG in Q4 2019 and held it in 4 quarters. The position peaked at $11K in Q1 2020. 245 funds tracked by Wall St. Rank hold MDYG as of Q4 2020.

  • Disciplined Investments reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Disciplined Investments sold 119 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2020, an estimated $7K.
  • Disciplined Investments first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2019 and held it in 4 quarters.
  • Disciplined Investments's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $11K in Q1 2020.
  • 245 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2020.

Based on Disciplined Investments's 13F filing for Q4 2020, filed 12 Feb 2021.