Private Ocean’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Private Ocean’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
2019 Q2	–	Sell	-225	Closed	-$12K	–	492
2019 Q1	$12K	Hold	225	–	–	﹤0.01%	313
2018 Q4	$10K	Hold	225	–	–	﹤0.01%	268
2018 Q3	$13K	Hold	225	–	–	0.01%	238
2018 Q2	$12K	Hold	225	–	–	0.01%	266
2018 Q1	$11K	Buy	+225	New	+$11.9K	0.01%	289

Other funds holding MDYG

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Chartist Inc Seal Beach, California $139M AUM

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Private Ocean's MDYG Position: Q2 2019 in Review

Private Ocean sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2019, closing a stake of 225 shares — an estimated $12K sold.

Private Ocean first reported a position in MDYG in Q1 2018 and held it in 5 quarters. The position peaked at $13K in Q3 2018. 188 funds tracked by Wall St. Rank hold MDYG as of Q2 2019.

Private Ocean reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
Private Ocean sold 225 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2019, an estimated $12K.
Private Ocean first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2018 and held it in 5 quarters.
Private Ocean's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $13K in Q3 2018.
188 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2019.

Based on Private Ocean's 13F filing for Q2 2019, filed 30 Jul 2019.