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

MYCIO Wealth Partners’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
Q1 		– Sell
-1,609
Closed -$92K – 247
2019
Q4 		$92K Buy
1,609
+6
+0.4% +$330 0.01% 363
2019
Q3 		$86K Buy
1,603
+5
+0.3% +$270 0.01% 335
2019
Q2 		$87K Buy
+1,598
New +$85.1K 0.01% 318

Other funds holding MDYG

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Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MYCIO Wealth Partners's MDYG Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2020, closing a stake of 1,609 shares — an estimated $92K sold.

MYCIO Wealth Partners first reported a position in MDYG in Q2 2019 and held it in 3 quarters. The position peaked at $92K in Q4 2019. 224 funds tracked by Wall St. Rank hold MDYG as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,609 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2020, an estimated $92K.
  • MYCIO Wealth Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2019 and held it in 3 quarters.
  • MYCIO Wealth Partners's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $92K in Q4 2019.
  • 224 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.