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

MBE 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
Q2 		– Sell
-1,090
Closed -$46K – 328
2020
Q1 		$46K Buy
+1,090
New +$57.5K 0.04% 128

Other funds holding MDYG

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Financial Engines Advisors
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Osaic Holdings
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
Stifel Financial
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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

MBE Wealth Management's MDYG Position: Q2 2020 in Review

MBE Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2020, closing a stake of 1,090 shares — an estimated $46K sold.

MBE Wealth Management first reported a position in MDYG in Q1 2020 and held it in 1 quarter. The position peaked at $46K in Q1 2020. 221 funds tracked by Wall St. Rank hold MDYG as of Q2 2020.

  • MBE Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 1,090 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2020, an estimated $46K.
  • MBE Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $46K in Q1 2020.
  • 221 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.