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Optimum Investment Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Optimum Investment Advisors’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
2021
Q3 		– Sell
-1,105
Closed -$86K – 889
2021
Q2 		$86K Buy
1,105
+2
+0.2% +$154 0.03% 411
2021
Q1 		$83K Buy
1,103
+1
+0.1% +$74 0.02% 408
2020
Q4 		$76K Buy
1,102
+3
+0.3% +$192 0.02% 407
2020
Q3 		$63K Buy
1,099
+1
+0.1% +$57 0.02% 406
2020
Q2 		$59K Buy
1,098
+3
+0.3% +$149 0.02% 415
2020
Q1 		$47K Sell
1,095
-363
-25% -$19.1K 0.02% 442
2019
Q4 		$83K Buy
1,458
+4
+0.3% +$220 0.02% 422
2019
Q3 		$78K Buy
1,454
+3
+0.2% +$162 0.02% 415
2019
Q2 		$79K Buy
1,451
+4
+0.3% +$213 0.03% 419
2019
Q1 		$76K Buy
1,447
+3
+0.2% +$152 0.02% 430
2018
Q4 		$66K Buy
1,444
+4
+0.3% +$201 0.02% 417
2018
Q3 		$81K Buy
1,440
+4
+0.3% +$223 0.02% 436
2018
Q2 		$78K Buy
1,436
+2
+0.1% +$107 0.02% 441
2018
Q1 		$75K Buy
+1,434
New +$76.1K 0.02% 455
2015
Q1 		$89K Hold
2,100
– – 0.03% 398
2014
Q4 		$83K Hold
2,100
– – 0.03% 397
2014
Q3 		$79K Hold
2,100
– – 0.03% 387
2014
Q2 		$82K Hold
2,100
– – 0.03% 378
2014
Q1 		$80K Hold
2,100
– – 0.03% 330
2013
Q4 		$78K Hold
2,100
– – 0.03% 334
2013
Q3 		$73K Buy
+2,100
New +$70.8K 0.03% 314

Other funds holding MDYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Optimum Investment Advisors's MDYG Position: Q3 2021 in Review

Optimum Investment Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2021, closing a stake of 1,105 shares — an estimated $86K sold.

Optimum Investment Advisors first reported a position in MDYG in Q3 2013 and held it in 21 quarters. The position peaked at $89K in Q1 2015. 251 funds tracked by Wall St. Rank hold MDYG as of Q3 2021.

  • Optimum Investment Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,105 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2021, an estimated $86K.
  • Optimum Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2013 and held it in 21 quarters.
  • Optimum Investment Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $89K in Q1 2015.
  • 251 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.