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

Meridian 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
Q3 		– Sell
-5,569
Closed -$299K – 273
2020
Q2 		$299K Sell
5,569
-403
-7% -$20.1K 0.1% 161
2020
Q1 		$255K Buy
+5,972
New +$315K 0.11% 171

Other funds holding MDYG

Financial Engines Advisors
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
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
NP
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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meridian Wealth Management's MDYG Position: Q3 2020 in Review

Meridian Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2020, closing a stake of 5,569 shares — an estimated $299K sold.

Meridian Wealth Management first reported a position in MDYG in Q1 2020 and held it in 2 quarters. The position peaked at $299K in Q2 2020. 216 funds tracked by Wall St. Rank hold MDYG as of Q3 2020.

  • Meridian Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Meridian Wealth Management sold 5,569 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2020, an estimated $299K.
  • Meridian Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2020 and held it in 2 quarters.
  • Meridian Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $299K in Q2 2020.
  • 216 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2020.

Based on Meridian Wealth Management's 13F filing for Q3 2020, filed 9 Oct 2020.