SRH Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

SRH Advisors’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 Q3	–	Sell	-523	Closed	-$28K	–	312
2020 Q2	$28K	Buy	523 +1	+0.2%	+$50	0.07%	108
2020 Q1	$22K	Buy	522 +1	+0.2%	+$53	0.06%	110
2019 Q4	$30K	Buy	521 +2	+0.4%	+$110	0.1%	103
2019 Q3	$28K	Buy	519 +2	+0.4%	+$108	0.09%	105
2019 Q2	$28K	Buy	517 +2	+0.4%	+$106	0.1%	106
2019 Q1	$27K	Buy	515 +1	+0.2%	+$51	0.1%	104
2018 Q4	$24K	Buy	514 +2	+0.4%	+$101	0.09%	108
2018 Q3	$29K	Buy	512 +2	+0.4%	+$112	0.1%	111
2018 Q2	$28K	Hold	510	–	–	0.1%	111
2018 Q1	$27K	Buy	510 +3	+0.6%	+$159	0.11%	98
2017 Q4	$26K	Sell	507 -3	-0.6%	-$153	0.1%	99
2017 Q3	$25K	Buy	+510	New	+$24.4K	0.11%	98

Other funds holding MDYG

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

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

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

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

SRH Advisors's MDYG Position: Q3 2020 in Review

SRH Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2020, closing a stake of 523 shares — an estimated $28K sold.

SRH Advisors first reported a position in MDYG in Q3 2017 and held it in 12 quarters. The position peaked at $30K in Q4 2019. 216 funds tracked by Wall St. Rank hold MDYG as of Q3 2020.

SRH Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
SRH Advisors sold 523 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2020, an estimated $28K.
SRH Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2017 and held it in 12 quarters.
SRH Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $30K in Q4 2019.
216 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2020.

Based on SRH Advisors's 13F filing for Q3 2020, filed 21 Oct 2020.