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S.R. Schill & Associates’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

S.R. Schill & Associates’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
2018
Q4 		– Sell
-19,561
Closed -$1.09M – 85
2018
Q3 		$1.09M Buy
19,561
+6,490
+50% +$362K 0.67% 34
2018
Q2 		$706K Sell
13,071
-192
-1% -$10.3K 0.43% 41
2018
Q1 		$696K Buy
+13,263
New +$704K 0.43% 42

Other funds holding MDYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

S.R. Schill & Associates's MDYG Position: Q4 2018 in Review

S.R. Schill & Associates sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2018, closing a stake of 19,561 shares — an estimated $1.09M sold.

S.R. Schill & Associates first reported a position in MDYG in Q1 2018 and held it in 3 quarters. The position peaked at $1.09M in Q3 2018. 179 funds tracked by Wall St. Rank hold MDYG as of Q4 2018.

  • S.R. Schill & Associates reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
  • S.R. Schill & Associates sold 19,561 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2018, an estimated $1.09M.
  • S.R. Schill & Associates first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2018 and held it in 3 quarters.
  • S.R. Schill & Associates's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.09M 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 S.R. Schill & Associates's 13F filing for Q4 2018, filed 24 Jan 2019.