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

Surevest’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
-6,557
Closed -$281K – 94
2020
Q1 		$281K Sell
6,557
-32,128
-83% -$1.69M 0.15% 84
2019
Q4 		$2.21M Sell
38,685
-1,477
-4% -$81.2K 0.94% 38
2019
Q3 		$2.16M Buy
40,162
+728
+2% +$39.3K 1.06% 25
2019
Q2 		$2.14M Buy
39,434
+2,684
+7% +$143K 1.11% 25
2019
Q1 		$1.93M Buy
36,750
+10,098
+38% +$511K 1.19% 31
2018
Q4 		$1.22M Buy
+26,652
New +$1.34M 0.96% 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

Surevest's MDYG Position: Q2 2020 in Review

Surevest sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2020, closing a stake of 6,557 shares — an estimated $281K sold.

Surevest first reported a position in MDYG in Q4 2018 and held it in 6 quarters. The position peaked at $2.21M in Q4 2019. 221 funds tracked by Wall St. Rank hold MDYG as of Q2 2020.

  • Surevest reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Surevest sold 6,557 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2020, an estimated $281K.
  • Surevest first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2018 and held it in 6 quarters.
  • Surevest's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.21M 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 Surevest's 13F filing for Q2 2020, filed 15 Jul 2020.