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

Engrave Wealth Partners’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
Q2 		– Sell
-1,093
Closed -$46K – 472
2020
Q1 		$46K Hold
1,093
– – 0.05% 100
2019
Q4 		$62K Buy
+1,093
New +$60.1K 0.06% 115

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CCMG
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Stifel Financial
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OPS
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BFEC
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LPL Financial
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FWP
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NP
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Engrave Wealth Partners's MDYG Position: Q2 2020 in Review

Engrave Wealth Partners sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2020, closing a stake of 1,093 shares — an estimated $46K sold.

Engrave Wealth Partners first reported a position in MDYG in Q4 2019 and held it in 2 quarters. The position peaked at $62K in Q4 2019. 221 funds tracked by Wall St. Rank hold MDYG as of Q2 2020.

  • Engrave Wealth Partners reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 1,093 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2020, an estimated $46K.
  • Engrave Wealth Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2019 and held it in 2 quarters.
  • Engrave Wealth Partners's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $62K in Q4 2019.
  • 221 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2020.

Based on Engrave Wealth Partners's 13F filing for Q2 2020, filed 14 Jul 2020.