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

Financial Management Professionals’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
2021
Q3 		– Sell
-60
Closed -$5K – 1004
2021
Q2 		$5K Buy
+60
New +$4.62K ﹤0.01% 520
2016
Q1 		– Sell
-151,032
Closed -$5.93M – 260
2015
Q4 		$5.93M Buy
+151,032
New +$6.08M 3.04% 6

Other funds holding MDYG

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Financial Management Professionals's MDYG Position: Q3 2021 in Review

Financial Management Professionals sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2021, closing a stake of 60 shares — an estimated $5K sold.

Financial Management Professionals first reported a position in MDYG in Q4 2015 and held it in 2 quarters. The position peaked at $5.93M in Q4 2015. 251 funds tracked by Wall St. Rank hold MDYG as of Q3 2021.

  • Financial Management Professionals reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Financial Management Professionals sold 60 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2021, an estimated $5K.
  • Financial Management Professionals first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2015 and held it in 2 quarters.
  • Financial Management Professionals's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $5.93M in Q4 2015.
  • 251 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2021.

Based on Financial Management Professionals's 13F filing for Q3 2021, filed 2 Nov 2021.