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	–	1832
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 $56.3B AUM 17.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

FWP

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

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Sowell Financial Services's MDYG Position: Q2 2021 in Review

Sowell Financial Services sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2021, closing a stake of 82 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in MDYG in Q3 2019 and held it in 7 quarters. The position peaked at $163K in Q3 2019. 253 funds tracked by Wall St. Rank hold MDYG as of Q2 2021.

Sowell Financial Services reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 82 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2021, an estimated $6K.
Sowell Financial Services first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $163K in Q3 2019.
253 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.