LWP
MDYG icon

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

Legacy Wealth Planning’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
2021
Q1 		– Sell
-19,090
Closed -$1.32M – 96
2020
Q4 		$1.32M Buy
19,090
+313
+2% +$20K 1.7% 13
2020
Q3 		$1.08M Sell
18,777
-595
-3% -$33.9K 1.23% 19
2020
Q2 		$1.04M Sell
19,372
-91
-0.5% -$4.53K 1.24% 18
2020
Q1 		$833K Buy
19,463
+17
+0.1% +$897 1.33% 19
2019
Q4 		$1.11M Buy
+19,446
New +$1.07M 1.26% 22

Other funds holding MDYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Wealth Planning's MDYG Position: Q1 2021 in Review

Legacy Wealth Planning sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2021, closing a stake of 19,090 shares — an estimated $1.32M sold.

Legacy Wealth Planning first reported a position in MDYG in Q4 2019 and held it in 5 quarters. The position peaked at $1.32M in Q4 2020. 251 funds tracked by Wall St. Rank hold MDYG as of Q1 2021.

  • Legacy Wealth Planning reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Legacy Wealth Planning sold 19,090 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2021, an estimated $1.32M.
  • Legacy Wealth Planning first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2019 and held it in 5 quarters.
  • Legacy Wealth Planning's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.32M in Q4 2020.
  • 251 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2021.

Based on Legacy Wealth Planning's 13F filing for Q1 2021, filed 6 May 2021.