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

Fusion Family Wealth’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 Q2	–	Sell	-88	Closed	-$7K	–	81
2021 Q1	$7K	Hold	88	–	–	﹤0.01%	89
2020 Q4	$6K	Hold	88	–	–	﹤0.01%	82
2020 Q3	$5K	Buy	88 +2	+2%	+$114	﹤0.01%	86
2020 Q2	$5K	Buy	86 +2	+2%	+$100	﹤0.01%	92
2020 Q1	$4K	Buy	84 +8	+11%	+$422	﹤0.01%	108
2019 Q4	$4K	Hold	76	–	–	﹤0.01%	113
2019 Q3	$4K	Buy	76 +24	+46%	+$1.29K	﹤0.01%	119
2019 Q2	$3K	Buy	52 +7	+16%	+$373	﹤0.01%	134
2019 Q1	$2K	Sell	45 -2,245	-98%	-$114K	﹤0.01%	136
2018 Q4	$105K	Buy	2,290 +2,263	+8,381%	+$114K	0.03%	86
2018 Q3	$2K	Hold	27	–	–	﹤0.01%	236
2018 Q2	$1K	Buy	+27	New	+$1.45K	﹤0.01%	274

Other funds holding MDYG

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Fusion Family Wealth's MDYG Position: Q2 2021 in Review

Fusion Family Wealth sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2021, closing a stake of 88 shares — an estimated $7K sold.

Fusion Family Wealth first reported a position in MDYG in Q2 2018 and held it in 12 quarters. The position peaked at $105K in Q4 2018. 254 funds tracked by Wall St. Rank hold MDYG as of Q2 2021.

Fusion Family Wealth reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 88 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2021, an estimated $7K.
Fusion Family Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2018 and held it in 12 quarters.
Fusion Family Wealth's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $105K in Q4 2018.
254 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.