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

Legacy Financial Strategies’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
2018
Q3 		– Sell
-9,723
Closed -$525K – 66
2018
Q2 		$525K Buy
9,723
+1,227
+14% +$65.9K 0.47% 35
2018
Q1 		$446K Buy
8,496
+129
+2% +$6.85K 0.44% 44
2017
Q4 		$434K Buy
+8,367
New +$428K 0.46% 41

Other funds holding MDYG

APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $139M AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Legacy Financial Strategies's MDYG Position: Q3 2018 in Review

Legacy Financial Strategies sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2018, closing a stake of 9,723 shares — an estimated $525K sold.

Legacy Financial Strategies first reported a position in MDYG in Q4 2017 and held it in 3 quarters. The position peaked at $525K in Q2 2018. 171 funds tracked by Wall St. Rank hold MDYG as of Q3 2018.

  • Legacy Financial Strategies reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 9,723 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2018, an estimated $525K.
  • Legacy Financial Strategies first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and held it in 3 quarters.
  • Legacy Financial Strategies's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $525K in Q2 2018.
  • 171 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2018.

Based on Legacy Financial Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.