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

LifePlan Financial Group’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	$57K	Hold	987	–	–	0.02%	236
2020 Q2	$53K	Hold	987	–	–	0.02%	240
2020 Q1	$42K	Hold	987	–	–	0.02%	240
2019 Q4	$56K	Sell	987 -72	-7%	-$3.96K	0.02%	234
2019 Q3	$57K	Hold	1,059	–	–	0.03%	228
2019 Q2	$57K	Hold	1,059	–	–	0.03%	228
2019 Q1	$56K	Hold	1,059	–	–	0.03%	230
2018 Q4	$49K	Buy	1,059 +204	+24%	+$10.3K	0.03%	233
2018 Q3	$48K	Hold	855	–	–	0.03%	253
2018 Q2	$46K	Hold	855	–	–	0.03%	246
2018 Q1	$45K	Buy	+855	New	+$45.4K	0.03%	240

Other funds holding MDYG

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

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

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

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

BFEC

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

FWP

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 $432B AUM 30.22% 1-Year Est. Return

LifePlan Financial Group's MDYG Position: Q3 2020 in Review

LifePlan Financial Group held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q3 2020 at 987 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #236.

LifePlan Financial Group first reported a position in MDYG in Q1 2018 and has held it in 11 quarters since. 216 funds tracked by Wall St. Rank hold MDYG as of Q3 2020.

LifePlan Financial Group held 987 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $57K as of Q3 2020.
LifePlan Financial Group left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q3 2020.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #236 holding.
LifePlan Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2018 and has held it in 11 quarters since.
216 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.