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Harbour Investment Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Harbour Investment Management’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
Q1 		– Sell
-26,580
Closed -$1.22M – 67
2018
Q4 		$1.22M Sell
26,580
-960
-3% -$48.3K 1% 47
2018
Q3 		$1.54M Sell
27,540
-180
-0.6% -$10K 1.13% 44
2018
Q2 		$1.5M Sell
27,720
-35,550
-56% -$1.91M 1.17% 44
2018
Q1 		$1.35M Buy
63,270
+20,130
+47% +$1.07M 1% 50
2017
Q4 		$2.24M Sell
43,140
-3,030
-7% -$155K 1.58% 28
2017
Q3 		$2.27M Hold
46,170
– – 1.59% 26
2017
Q2 		$2.2M Sell
46,170
-300
-0.6% -$14.2K 1.61% 28
2017
Q1 		$2.15M Buy
46,470
+435
+0.9% +$20K 1.6% 26
2016
Q4 		$2.04M Buy
46,035
+7,125
+18% +$305K 1.55% 26
2016
Q3 		$1.65M Sell
38,910
-150
-0.4% -$6.4K 1.27% 37
2016
Q2 		$1.6M Sell
39,060
-600
-2% -$24.2K 1.23% 41
2016
Q1 		$1.57M Buy
39,660
+15,120
+62% +$561K 1.2% 41
2015
Q4 		$963K Buy
24,540
+3,600
+17% +$145K 0.75% 55
2015
Q3 		$810K Buy
+20,940
New +$861K 0.65% 64

Other funds holding MDYG

APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Harbour Investment Management's MDYG Position: Q1 2019 in Review

Harbour Investment Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2019, closing a stake of 26,580 shares — an estimated $1.22M sold.

Harbour Investment Management first reported a position in MDYG in Q3 2015 and held it in 14 quarters. The position peaked at $2.27M in Q3 2017. 190 funds tracked by Wall St. Rank hold MDYG as of Q1 2019.

  • Harbour Investment Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Harbour Investment Management sold 26,580 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2019, an estimated $1.22M.
  • Harbour Investment Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2015 and held it in 14 quarters.
  • Harbour Investment Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.27M in Q3 2017.
  • 190 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2019.

Based on Harbour Investment Management's 13F filing for Q1 2019, filed 3 May 2019.