Royal Fund Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Royal Fund Management’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 Q4	–	Sell	-169	Closed	-$9K	–	673
2019 Q3	$9K	Buy	+169	New	+$9.12K	﹤0.01%	403
2018 Q4	–	Sell	-36	Closed	-$2K	–	621
2018 Q3	$2K	Sell	36 -42,514	-100%	-$2.37M	﹤0.01%	456
2018 Q2	$2.3M	Buy	42,550 +757	+2%	+$40.6K	0.76%	45
2018 Q1	$2.19M	Buy	41,793 +15,039	+56%	+$799K	0.8%	36
2017 Q4	$1.39M	Buy	+26,754	New	+$1.37M	0.5%	42

Other funds holding MDYG

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

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

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

Chartist Inc Seal Beach, California $139M AUM

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

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Royal Fund Management's MDYG Position: Q4 2019 in Review

Royal Fund Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2019, closing a stake of 169 shares — an estimated $9K sold.

Royal Fund Management first reported a position in MDYG in Q4 2017 and held it in 5 quarters. The position peaked at $2.3M in Q2 2018. 234 funds tracked by Wall St. Rank hold MDYG as of Q4 2019.

Royal Fund Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
Royal Fund Management sold 169 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2019, an estimated $9K.
Royal Fund Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and held it in 5 quarters.
Royal Fund Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.3M in Q2 2018.
234 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2019.

Based on Royal Fund Management's 13F filing for Q4 2019, filed 11 May 2020.