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

Tobias Financial 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
Q1 		– Sell
-6
Closed – – 182
2019
Q4 		$0 Buy
+6
New +$330 ﹤0.01% 296

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Osaic Holdings
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ML
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NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tobias Financial Advisors's MDYG Position: Q1 2020 in Review

Tobias Financial Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2020, closing a stake of 6 shares.

Tobias Financial Advisors first reported a position in MDYG in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 224 funds tracked by Wall St. Rank hold MDYG as of Q1 2020.

  • Tobias Financial Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 6 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2020.
  • Tobias Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $0 in Q4 2019.
  • 224 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.