First Allied Advisory Services’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

First Allied Advisory Services’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 Q3	$7.41M	Sell	129,179 -70,965	-35%	-$4.05M	0.25%	88
2020 Q2	$10.8M	Buy	200,144 +87,366	+77%	+$4.35M	0.4%	49
2020 Q1	$4.83M	Buy	112,778 +8,949	+9%	+$472K	0.21%	118
2019 Q4	$5.93M	Buy	103,829 +2,081	+2%	+$114K	0.2%	126
2019 Q3	$5.46M	Buy	101,748 +8,852	+10%	+$477K	0.19%	125
2019 Q2	$5.04M	Buy	92,896 +10,906	+13%	+$581K	0.17%	144
2019 Q1	$4.32M	Buy	81,990 +10,478	+15%	+$531K	0.15%	168
2018 Q4	$3.28M	Sell	71,512 -6,087	-8%	-$306K	0.13%	191
2018 Q3	$4.35M	Buy	77,599 +27,949	+56%	+$1.56M	0.15%	157
2018 Q2	$2.68M	Buy	49,650 +40,617	+450%	+$2.18M	0.1%	226
2018 Q1	$474K	Buy	9,033 +6,912	+326%	+$367K	0.02%	683
2017 Q4	$109K	Buy	+2,121	New	+$108K	﹤0.01%	1189
2016 Q1	–	Sell	-5,736	Closed	-$227K	–	1079
2015 Q4	$227K	Sell	5,736 -210	-4%	-$8.45K	0.01%	903
2015 Q3	$230K	Sell	5,946 -4,122	-41%	-$170K	0.01%	851
2015 Q2	$422K	Buy	10,068 +5,211	+107%	+$220K	0.02%	681
2015 Q1	$204K	Sell	4,857 -1,038	-18%	-$42.3K	0.01%	958
2014 Q4	$235K	Buy	5,895 +36	+0.6%	+$1.39K	0.02%	865
2014 Q3	$221K	Sell	5,859 -33	-0.6%	-$1.27K	0.02%	873
2014 Q2	$230K	Buy	+5,892	New	+$221K	0.02%	825

Other funds holding MDYG

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

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

First Allied Advisory Services's MDYG Position: Q3 2020 in Review

First Allied Advisory Services reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 35% in Q3 2020, selling an estimated $4.05M and leaving 129,179 shares worth $7.41M. The position accounts for 0.25% of the portfolio, ranked #88.

First Allied Advisory Services first reported a position in MDYG in Q2 2014 and has held it in 19 quarters since. The position peaked at $10.8M in Q2 2020. 216 funds tracked by Wall St. Rank hold MDYG as of Q3 2020.

First Allied Advisory Services held 129,179 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $7.41M as of Q3 2020.
First Allied Advisory Services sold 70,965 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2020, an estimated $4.05M.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.25% of First Allied Advisory Services's portfolio in Q3 2020, its #88 holding.
First Allied Advisory Services first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2014 and has held it in 19 quarters since.
First Allied Advisory Services's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $10.8M in Q2 2020.
216 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.