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LVZ Inc’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

LVZ Inc’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
2019
Q1 		– Sell
-11,371
Closed -$521K – 89
2018
Q4 		$521K Buy
11,371
+1,055
+10% +$53K 0.15% 39
2018
Q3 		$543K Buy
10,316
+714
+7% +$39.8K 0.14% 41
2018
Q2 		$519K Buy
9,602
+2,309
+32% +$124K 0.13% 44
2018
Q1 		$383K Buy
+7,293
New +$387K 0.1% 40

Other funds holding MDYG

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
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
CI
Chartist Inc Seal Beach, California $139M AUM
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

LVZ Inc's MDYG Position: Q1 2019 in Review

LVZ Inc sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2019, closing a stake of 11,371 shares — an estimated $521K sold.

LVZ Inc first reported a position in MDYG in Q1 2018 and held it in 4 quarters. The position peaked at $543K in Q3 2018. 190 funds tracked by Wall St. Rank hold MDYG as of Q1 2019.

  • LVZ Inc reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
  • LVZ Inc sold 11,371 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2019, an estimated $521K.
  • LVZ Inc first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2018 and held it in 4 quarters.
  • LVZ Inc's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $543K in Q3 2018.
  • 190 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2019.

Based on LVZ Inc's 13F filing for Q1 2019, filed 25 Apr 2019.