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

Noven Financial Group’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
Q1 		– Sell
-330,279
Closed -$13M – 50
2015
Q4 		$13M Buy
330,279
+573
+0.2% +$23.1K 9.86% 5
2015
Q3 		$12.8M Buy
+329,706
New +$13.6M 10.26% 6

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

Noven Financial Group's MDYG Position: Q1 2016 in Review

Noven Financial Group sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2016, closing a stake of 330,279 shares — an estimated $13M sold.

Noven Financial Group first reported a position in MDYG in Q3 2015 and held it in 2 quarters. The position peaked at $13M in Q4 2015. 65 funds tracked by Wall St. Rank hold MDYG as of Q1 2016.

  • Noven Financial Group reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Noven Financial Group sold 330,279 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2016, an estimated $13M.
  • Noven Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2015 and held it in 2 quarters.
  • Noven Financial Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $13M in Q4 2015.
  • 65 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2016.

Based on Noven Financial Group's 13F filing for Q1 2016, filed 12 May 2016.