Polaris Wealth Advisory Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-814
Closed -$46K 322
2018
Q3
$46K Buy
814
+546
+204% +$30.5K ﹤0.01% 254
2018
Q2
$42K Sell
268
-536
-67% -$28.8K ﹤0.01% 136
2018
Q1
$42K Buy
+804
New +$42.7K ﹤0.01% 231

Other funds holding MDYG

Polaris Wealth Advisory Group's MDYG Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2018, closing a stake of 814 shares — an estimated $46K sold.

Polaris Wealth Advisory Group first reported a position in MDYG in Q1 2018 and held it in 3 quarters. The position peaked at $46K in Q3 2018. 179 funds tracked by Wall St. Rank hold MDYG as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 814 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2018, an estimated $46K.
  • Polaris Wealth Advisory Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $46K in Q3 2018.
  • 179 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.