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

Harborview 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
2021 Q3	$4.39M	Sell	58,019 -8	-0%	-$622	2.46%	10
2021 Q2	$4.5M	Buy	58,027 +1,075	+2%	+$82.7K	2.52%	10
2021 Q1	$4.28M	Buy	56,952 +752	+1%	+$55.5K	2.59%	10
2020 Q4	$3.9M	Sell	56,200 -2,650	-5%	-$170K	2.61%	10
2020 Q3	$3.38M	Sell	58,850 -2,690	-4%	-$153K	2.58%	9
2020 Q2	$3.31M	Sell	61,540 -10,590	-15%	-$528K	2.74%	9
2020 Q1	$3.09M	Sell	72,130 -6,471	-8%	-$341K	3.08%	8
2019 Q4	$4.49M	Sell	78,601 -3,436	-4%	-$189K	3.44%	9
2019 Q3	$4.41M	Sell	82,037 -314	-0.4%	-$16.9K	3.55%	9
2019 Q2	$4.47M	Buy	82,351 +3,184	+4%	+$169K	3.62%	10
2019 Q1	$4.16M	Buy	79,167 +349	+0.4%	+$17.7K	3.6%	10
2018 Q4	$3.61M	Buy	78,818 +1,456	+2%	+$73.2K	4.23%	9
2018 Q3	$4.33M	Sell	77,362 -2,054	-3%	-$115K	4.4%	8
2018 Q2	$4.29M	Sell	79,416 -1,056	-1%	-$56.7K	3.95%	8
2018 Q1	$4.22M	Sell	80,472 -4,530	-5%	-$241K	4.01%	7
2017 Q4	$4.41M	Buy	+85,002	New	+$4.35M	4.21%	8

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Harborview Advisors's MDYG Position: Q3 2021 in Review

Harborview Advisors reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.01% in Q3 2021, selling an estimated $622 and leaving 58,019 shares worth $4.39M. The position accounts for 2.46% of the portfolio, ranked #10.

Harborview Advisors first reported a position in MDYG in Q4 2017 and has held it in 16 quarters since. The position peaked at $4.5M in Q2 2021. 251 funds tracked by Wall St. Rank hold MDYG as of Q3 2021.

Harborview Advisors held 58,019 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $4.39M as of Q3 2021.
Harborview Advisors sold 8 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2021, an estimated $622.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 2.46% of Harborview Advisors's portfolio in Q3 2021, its #10 holding.
Harborview Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and has held it in 16 quarters since.
Harborview Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $4.5M in Q2 2021.
251 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.