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

Strategic 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
Q2 		– Sell
-9,079
Closed -$413K – 155
2020
Q1 		$413K Sell
9,079
-34,043
-79% -$1.8M 0.18% 96
2019
Q4 		$2.46M Sell
43,122
-34,050
-44% -$1.87M 0.86% 29
2019
Q3 		$4.15M Sell
77,172
-19,905
-21% -$1.07M 1.56% 15
2019
Q2 		$5.27M Sell
97,077
-956
-1% -$50.9K 2.01% 13
2019
Q1 		$5.15M Buy
98,033
+7,359
+8% +$373K 1.99% 13
2018
Q4 		$4.16M Buy
90,674
+15,108
+20% +$760K 1.81% 15
2018
Q3 		$4.23M Buy
75,566
+3,509
+5% +$196K 1.55% 15
2018
Q2 		$3.89M Buy
72,057
+1,368
+2% +$73.4K 1.56% 15
2018
Q1 		$3.71M Buy
70,689
+2,838
+4% +$151K 1.54% 20
2017
Q4 		$3.52M Sell
67,851
-7,632
-10% -$390K 1.44% 21
2017
Q3 		$3.71M Buy
75,483
+3,561
+5% +$171K 1.61% 17
2017
Q2 		$3.43M Buy
71,922
+3,735
+5% +$177K 1.57% 18
2017
Q1 		$3.16M Buy
68,187
+29,601
+77% +$1.36M 1.49% 19
2016
Q4 		$1.71M Buy
+38,586
New +$1.65M 0.9% 37

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

Strategic Advisors's MDYG Position: Q2 2020 in Review

Strategic Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2020, closing a stake of 9,079 shares — an estimated $413K sold.

Strategic Advisors first reported a position in MDYG in Q4 2016 and held it in 14 quarters. The position peaked at $5.27M in Q2 2019. 221 funds tracked by Wall St. Rank hold MDYG as of Q2 2020.

  • Strategic Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Strategic Advisors sold 9,079 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2020, an estimated $413K.
  • Strategic Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2016 and held it in 14 quarters.
  • Strategic Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $5.27M in Q2 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 Strategic Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.