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

Kays Financial Advisory’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
2020 Q3	$3.16M	Sell	55,057 -1,577	-3%	-$90K	0.51%	34
2020 Q2	$3.05M	Buy	56,634 +767	+1%	+$38.2K	0.53%	35
2020 Q1	$2.39M	Buy	55,867 +3,790	+7%	+$200K	0.49%	37
2019 Q4	$2.97M	Buy	52,077 +2,290	+5%	+$126K	0.52%	35
2019 Q3	$2.67M	Buy	49,787 +1,384	+3%	+$74.6K	0.49%	36
2019 Q2	$2.63M	Buy	48,403 +1,818	+4%	+$96.8K	0.48%	36
2019 Q1	$2.45M	Sell	46,585 -68,854	-60%	-$3.49M	0.47%	35
2018 Q4	$5.29M	Buy	115,439 +1,262	+1%	+$63.5K	1.2%	19
2018 Q3	$6.39M	Sell	114,177 -230,512	-67%	-$12.9M	1.36%	18
2018 Q2	$18.6M	Buy	344,689 +13,141	+4%	+$706K	4.08%	8
2018 Q1	$17.4M	Buy	331,548 +1,272	+0.4%	+$67.5K	3.98%	9
2017 Q4	$17.1M	Buy	330,276 +11,640	+4%	+$595K	5%	6
2017 Q3	$15.7M	Buy	318,636 +9,327	+3%	+$447K	4.99%	6
2017 Q2	$14.8M	Buy	309,309 +13,197	+4%	+$624K	4.98%	6
2017 Q1	$13.7M	Buy	296,112 +8,484	+3%	+$389K	4.88%	6
2016 Q4	$12.8M	Buy	287,628 +10,881	+4%	+$466K	4.96%	6
2016 Q3	$11.8M	Buy	276,747 +6,666	+2%	+$284K	5%	6
2016 Q2	$11.1M	Buy	+270,081	New	+$10.9M	4.98%	7

Other funds holding MDYG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kays Financial Advisory's MDYG Position: Q3 2020 in Review

Kays Financial Advisory reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 2.8% in Q3 2020, selling an estimated $90K and leaving 55,057 shares worth $3.16M. The position accounts for 0.51% of the portfolio, ranked #34.

Kays Financial Advisory first reported a position in MDYG in Q2 2016 and has held it in 18 quarters since. The position peaked at $18.6M in Q2 2018. 216 funds tracked by Wall St. Rank hold MDYG as of Q3 2020.

Kays Financial Advisory held 55,057 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $3.16M as of Q3 2020.
Kays Financial Advisory sold 1,577 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2020, an estimated $90K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.51% of Kays Financial Advisory's portfolio in Q3 2020, its #34 holding.
Kays Financial Advisory first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2016 and has held it in 18 quarters since.
Kays Financial Advisory's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $18.6M in Q2 2018.
216 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.