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

MSI Financial 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
2016 Q4	$2.28M	Buy	51,495 +7,848	+18%	+$336K	0.07%	235
2016 Q3	$1.86M	Buy	43,647 +11,553	+36%	+$493K	0.06%	268
2016 Q2	$1.32M	Buy	32,094 +11,013	+52%	+$444K	0.05%	336
2016 Q1	$833K	Buy	21,081 +4,077	+24%	+$151K	0.03%	435
2015 Q4	$668K	Buy	17,004 +13,467	+381%	+$542K	0.03%	472
2015 Q3	$137K	Buy	3,537 +924	+35%	+$38K	0.01%	793
2015 Q2	$109K	Buy	2,613 +6	+0.2%	+$253	0.01%	962
2015 Q1	$110K	Buy	+2,607	New	+$106K	0.01%	975

Other funds holding MDYG

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Chartist Inc Seal Beach, California $139M AUM

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MSI Financial Services's MDYG Position: Q4 2016 in Review

MSI Financial Services increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 18% in Q4 2016, buying an estimated $336K and bringing the position to 51,495 shares worth $2.28M. The position accounts for 0.07% of the portfolio, ranked #235.

MSI Financial Services first reported a position in MDYG in Q1 2015 and has held it in 8 quarters since. 79 funds tracked by Wall St. Rank hold MDYG as of Q4 2016.

MSI Financial Services held 51,495 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $2.28M as of Q4 2016.
MSI Financial Services bought 7,848 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2016, an estimated $336K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.07% of MSI Financial Services's portfolio in Q4 2016, its #235 holding.
MSI Financial Services first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2015 and has held it in 8 quarters since.
79 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.