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Personal CFO Solutions’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Personal CFO Solutions’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
Q2 		– Sell
-5,093
Closed -$218K – 344
2020
Q1 		$218K Sell
5,093
-1,140
-18% -$60.1K 0.08% 224
2019
Q4 		$356K Sell
6,233
-647
-9% -$35.6K 0.1% 180
2019
Q3 		$370K Buy
+6,880
New +$371K 0.15% 179

Other funds holding MDYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Personal CFO Solutions's MDYG Position: Q2 2020 in Review

Personal CFO Solutions sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2020, closing a stake of 5,093 shares — an estimated $218K sold.

Personal CFO Solutions first reported a position in MDYG in Q3 2019 and held it in 3 quarters. The position peaked at $370K in Q3 2019. 221 funds tracked by Wall St. Rank hold MDYG as of Q2 2020.

  • Personal CFO Solutions reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 5,093 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2020, an estimated $218K.
  • Personal CFO Solutions first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2019 and held it in 3 quarters.
  • Personal CFO Solutions's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $370K in Q3 2019.
  • 221 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2020.

Based on Personal CFO Solutions's 13F filing for Q2 2020, filed 3 Aug 2020.