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

Mosaic Family Wealth’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
Q2 		– Sell
-518
Closed -$27K – 429
2019
Q1 		$27K Sell
518
-4,688
-90% -$237K 0.01% 397
2018
Q4 		$239K Buy
+5,206
New +$262K 0.1% 136

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 $1.92B AUM 26.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $139M AUM
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mosaic Family Wealth's MDYG Position: Q2 2019 in Review

Mosaic Family Wealth sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2019, closing a stake of 518 shares — an estimated $27K sold.

Mosaic Family Wealth first reported a position in MDYG in Q4 2018 and held it in 2 quarters. The position peaked at $239K in Q4 2018. 188 funds tracked by Wall St. Rank hold MDYG as of Q2 2019.

  • Mosaic Family Wealth reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 518 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2019, an estimated $27K.
  • Mosaic Family Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2018 and held it in 2 quarters.
  • Mosaic Family Wealth's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $239K in Q4 2018.
  • 188 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.