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	0.53%	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	0.48%	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	4.09%	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	5.01%	6
2017 Q3	$15.7M	Buy	318,636 +9,327	+3%	+$447K	5.01%	6
2017 Q2	$14.8M	Buy	309,309 +13,197	+4%	+$624K	5%	6
2017 Q1	$13.7M	Buy	296,112 +8,484	+3%	+$389K	4.89%	6
2016 Q4	$12.8M	Buy	287,628 +10,881	+4%	+$466K	4.97%	6
2016 Q3	$11.8M	Buy	276,747 +6,666	+2%	+$284K	5.01%	6
2016 Q2	$11.1M	Buy	+270,081	New	+$10.9M	5%	7

Other funds holding MDYG

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return