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

Ironwood Financial’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
2017 Q1	–	Sell	-75	Closed	-$3K	–	270
2016 Q4	$3K	Hold	75	–	–	﹤0.01%	230
2016 Q3	$3K	Hold	75	–	–	﹤0.01%	235
2016 Q2	$3K	Sell	75 -120	-62%	-$4.83K	﹤0.01%	234
2016 Q1	$8K	Buy	+195	New	+$7.24K	0.01%	179
2015 Q3	$16K	Buy	414 +99	+31%	+$4.07K	0.01%	183
2015 Q2	$13K	Buy	315 +240	+320%	+$10.1K	0.01%	189
2015 Q1	$3K	Hold	75	–	–	﹤0.01%	275
2014 Q4	$3K	Buy	+75	New	+$2.88K	﹤0.01%	240

Other funds holding MDYG

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Chartist Inc Seal Beach, California $139M AUM

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ironwood Financial's MDYG Position: Q1 2017 in Review

Ironwood Financial sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2017, closing a stake of 75 shares — an estimated $3K sold.

Ironwood Financial first reported a position in MDYG in Q4 2014 and held it in 8 quarters. The position peaked at $16K in Q3 2015. 82 funds tracked by Wall St. Rank hold MDYG as of Q1 2017.

Ironwood Financial reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2017 after selling out during the quarter.
Ironwood Financial sold 75 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2017, an estimated $3K.
Ironwood Financial first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2014 and held it in 8 quarters.
Ironwood Financial's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $16K in Q3 2015.
82 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2017.

Based on Ironwood Financial's 13F filing for Q1 2017, filed 1 May 2017.