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Squar Milner Financial Services’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Squar Milner 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
2020
Q2 		– Sell
-2,699
Closed -$115K – 502
2020
Q1 		$115K Buy
2,699
+291
+12% +$15.4K 0.07% 238
2019
Q4 		$137K Buy
+2,408
New +$132K 0.07% 264
2019
Q3 		– Sell
-1,819
Closed -$99K – 514
2019
Q2 		$99K Buy
1,819
+83
+5% +$4.42K 0.07% 279
2019
Q1 		$91K Buy
+1,736
New +$87.9K 0.07% 268

Other funds holding MDYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Squar Milner Financial Services's MDYG Position: Q2 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2020, closing a stake of 2,699 shares — an estimated $115K sold.

Squar Milner Financial Services first reported a position in MDYG in Q1 2019 and held it in 4 quarters. The position peaked at $137K in Q4 2019. 221 funds tracked by Wall St. Rank hold MDYG as of Q2 2020.

  • Squar Milner Financial Services reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,699 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2020, an estimated $115K.
  • Squar Milner Financial Services first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2019 and held it in 4 quarters.
  • Squar Milner Financial Services's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $137K in Q4 2019.
  • 221 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.