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

Financial Gravity Companies’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
Q4 		$11K Buy
+210
New +$10.6K 0.01% 574
2018
Q1 		$16K Buy
315
+78
+33% +$4.14K 0.02% 526
2017
Q4 		$13K Buy
+237
New +$12.1K 0.01% 540

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 $3.64B AUM 14.73% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Financial Gravity Companies's MDYG Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2018: 210 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #574 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MDYG as recently as Q1 2018.

Financial Gravity Companies first reported a position in MDYG in Q4 2017 and has held it in 3 quarters since. The position peaked at $16K in Q1 2018. 179 funds tracked by Wall St. Rank hold MDYG as of Q4 2018.

  • Financial Gravity Companies held 210 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $11K as of Q4 2018.
  • State Street SPDR S&P 400 Mid Cap Growth ETF was a new Financial Gravity Companies position in Q4 2018.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #574 holding.
  • Financial Gravity Companies first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $16K in Q1 2018.
  • 179 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.