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

Liberty Wealth Management’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 Q4	–	Sell	-43	Closed	-$2K	–	1027
2020 Q3	$2K	Hold	43	–	–	﹤0.01%	769
2020 Q2	$2K	Hold	43	–	–	﹤0.01%	743
2020 Q1	$2K	Hold	43	–	–	﹤0.01%	736
2019 Q4	$2K	Buy	43 +1	+2%	+$55	﹤0.01%	772
2019 Q3	$2K	Hold	42	–	–	﹤0.01%	746
2019 Q2	$2K	Hold	42	–	–	﹤0.01%	767
2019 Q1	$2K	Hold	42	–	–	﹤0.01%	636
2018 Q4	$1K	Buy	+42	New	+$2.11K	﹤0.01%	718

Other funds holding MDYG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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

Liberty Wealth Management's MDYG Position: Q4 2020 in Review

Liberty Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2020, closing a stake of 43 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in MDYG in Q4 2018 and held it in 8 quarters. The position peaked at $2K in Q3 2020. 245 funds tracked by Wall St. Rank hold MDYG as of Q4 2020.

Liberty Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
Liberty Wealth Management sold 43 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2020, an estimated $2K.
Liberty Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2018 and held it in 8 quarters.
Liberty Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2K in Q3 2020.
245 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.