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

FormulaFolio 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
2021
Q1 		– Sell
-3,235
Closed -$224K – 663
2020
Q4 		$224K Buy
+3,235
New +$207K ﹤0.01% 602
2019
Q4 		– Sell
-11,326
Closed -$608K – 375
2019
Q3 		$608K Buy
+11,326
New +$611K 0.02% 204

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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FormulaFolio Investments's MDYG Position: Q1 2021 in Review

FormulaFolio Investments sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2021, closing a stake of 3,235 shares — an estimated $224K sold.

FormulaFolio Investments first reported a position in MDYG in Q3 2019 and held it in 2 quarters. The position peaked at $608K in Q3 2019. 251 funds tracked by Wall St. Rank hold MDYG as of Q1 2021.

  • FormulaFolio Investments reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 3,235 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2021, an estimated $224K.
  • FormulaFolio Investments first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2019 and held it in 2 quarters.
  • FormulaFolio Investments's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $608K in Q3 2019.
  • 251 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.