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

Guidant Wealth Advisors’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
2019
Q3 		$708K Hold
13,177
– – 0.26% 57
2019
Q2 		$715K Hold
13,177
– – 0.28% 61
2019
Q1 		$692K Sell
13,177
-181
-1% -$9.17K 0.27% 64
2018
Q4 		$612K Buy
+13,358
New +$672K 0.29% 62

Other funds holding MDYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CI
Chartist Inc Seal Beach, California $139M AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Guidant Wealth Advisors's MDYG Position: Q3 2019 in Review

Guidant Wealth Advisors held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q3 2019 at 13,177 shares worth $708K. The position accounts for 0.26% of the portfolio, ranked #57.

Guidant Wealth Advisors first reported a position in MDYG in Q4 2018 and has held it in 4 quarters since. The position peaked at $715K in Q2 2019. 190 funds tracked by Wall St. Rank hold MDYG as of Q3 2019.

  • Guidant Wealth Advisors held 13,177 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $708K as of Q3 2019.
  • Guidant Wealth Advisors left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q3 2019.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.26% of Guidant Wealth Advisors's portfolio in Q3 2019, its #57 holding.
  • Guidant Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2018 and has held it in 4 quarters since.
  • Guidant Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $715K in Q2 2019.
  • 190 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.