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

Lucia Wealth Services’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	$1.73M	Sell	30,119 -4,387	-13%	-$250K	0.41%	49
2020 Q2	$1.86M	Buy	34,506 +22,903	+197%	+$1.14M	0.49%	37
2020 Q1	$497K	Buy	11,603 +8,555	+281%	+$451K	0.16%	104
2019 Q4	$174K	Buy	+3,048	New	+$168K	0.05%	119
2018 Q4	–	Sell	-20,772	Closed	-$1.16M	–	200
2018 Q3	$1.16M	Sell	20,772 -9,744	-32%	-$543K	0.36%	66
2018 Q2	$1.65M	Sell	30,516 -63,414	-68%	-$3.4M	0.72%	36
2018 Q1	$4.93M	Buy	93,930 +72,021	+329%	+$3.82M	1.6%	19
2017 Q4	$1.14M	Buy	+21,909	New	+$1.12M	0.5%	54

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

Lucia Wealth Services's MDYG Position: Q3 2020 in Review

Lucia Wealth Services reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 13% in Q3 2020, selling an estimated $250K and leaving 30,119 shares worth $1.73M. The position accounts for 0.41% of the portfolio, ranked #49.

Lucia Wealth Services first reported a position in MDYG in Q4 2017 and has held it in 8 quarters since. The position peaked at $4.93M in Q1 2018. 216 funds tracked by Wall St. Rank hold MDYG as of Q3 2020.

Lucia Wealth Services held 30,119 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.73M as of Q3 2020.
Lucia Wealth Services sold 4,387 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2020, an estimated $250K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.41% of Lucia Wealth Services's portfolio in Q3 2020, its #49 holding.
Lucia Wealth Services first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and has held it in 8 quarters since.
Lucia Wealth Services's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $4.93M in Q1 2018.
216 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.