Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
Sowell Financial Services’s
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
Stock Holding History
Sowell Financial Services’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
Q2
–
Sell
-82
Closed
-$6K
–
1833
2021
Q1
$6K
Hold
82
–
–
﹤0.01%
2534
2020
Q4
$6K
Hold
82
–
–
﹤0.01%
2215
2020
Q3
$5K
Hold
82
–
–
﹤0.01%
1997
2020
Q2
$4K
Sell
82
-486
-86%
-$24.2K
﹤0.01%
1974
2020
Q1
$24K
Sell
568
-1,110
-66%
-$58.6K
﹤0.01%
1327
2019
Q4
$96K
Sell
1,678
-1,361
-45%
-$74.8K
0.01%
932
2019
Q3
$163K
Buy
+3,039
New
+$164K
0.01%
701
Other funds holding MDYG
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
NP
NorthRock Partners
Minneapolis, Minnesota
$6.2B AUM
15.8%
1-Year Est. Return
FWP
FAS Wealth Partners
Leawood, Kansas
$1.61B AUM
19.97%
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
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
KA
Klingman & Associates
New York
$2.09B AUM
16.49%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close