Keystone Financial Group (Kentucky)’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Keystone Financial Group (Kentucky)’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 Q1	–	Sell	-5,284	Closed	-$302K	–	231
2019 Q4	$302K	Buy	5,284 +563	+12%	+$31K	0.08%	180
2019 Q3	$254K	Sell	4,721 -726	-13%	-$39.2K	0.08%	192
2019 Q2	$296K	Buy	5,447 +77	+1%	+$4.1K	0.1%	164
2019 Q1	$282K	Sell	5,370 -510	-9%	-$25.8K	0.1%	166
2018 Q4	$270K	Buy	5,880 +642	+12%	+$32.3K	0.12%	148
2018 Q3	$290K	Buy	5,238 +1,174	+29%	+$65.5K	0.12%	149
2018 Q2	$220K	Buy	+4,064	New	+$218K	0.12%	152

Other funds holding MDYG

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

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

FWP

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

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

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

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

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Keystone Financial Group (Kentucky)'s MDYG Position: Q1 2020 in Review

Keystone Financial Group (Kentucky) sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2020, closing a stake of 5,284 shares — an estimated $302K sold.

Keystone Financial Group (Kentucky) first reported a position in MDYG in Q2 2018 and held it in 7 quarters. The position peaked at $302K in Q4 2019. 224 funds tracked by Wall St. Rank hold MDYG as of Q1 2020.

Keystone Financial Group (Kentucky) reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 5,284 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2020, an estimated $302K.
Keystone Financial Group (Kentucky) first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2018 and held it in 7 quarters.
Keystone Financial Group (Kentucky)'s State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $302K in Q4 2019.
224 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2020.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2020, filed 5 May 2020.