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Pinkerton Retirement Specialists’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Pinkerton Retirement Specialists’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
Q1 		– Sell
-140,201
Closed -$9.72M – 100
2020
Q4 		$9.72M Sell
140,201
-18,004
-11% -$1.15M 2.33% 8
2020
Q3 		$9.08M Buy
+158,205
New +$9.02M 2.48% 9
2018
Q4 		– Sell
-1,923
Closed -$108K – 113
2018
Q3 		$108K Sell
1,923
-50,263
-96% -$2.8M 0.04% 67
2018
Q2 		$2.82M Sell
52,186
-2,192
-4% -$118K 1.21% 22
2018
Q1 		$2.85M Buy
54,378
+51,327
+1,682% +$2.73M 1.21% 14
2017
Q4 		$160K Buy
+3,051
New +$156K 0.07% 58

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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pinkerton Retirement Specialists's MDYG Position: Q1 2021 in Review

Pinkerton Retirement Specialists sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2021, closing a stake of 140,201 shares — an estimated $9.72M sold.

Pinkerton Retirement Specialists first reported a position in MDYG in Q4 2017 and held it in 6 quarters. The position peaked at $9.72M in Q4 2020. 251 funds tracked by Wall St. Rank hold MDYG as of Q1 2021.

  • Pinkerton Retirement Specialists reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 140,201 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2021, an estimated $9.72M.
  • Pinkerton Retirement Specialists first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and held it in 6 quarters.
  • Pinkerton Retirement Specialists's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $9.72M in Q4 2020.
  • 251 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2021.

Based on Pinkerton Retirement Specialists's 13F filing for Q1 2021, filed 17 May 2021.