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

Towerpoint Wealth’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
2019
Q4 		– Sell
-351
Closed -$19K – 72
2019
Q3 		$19K Buy
+351
New +$18.9K 0.01% 75

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TC
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CI
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Financial Engines Advisors
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ML
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KF
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NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Towerpoint Wealth's MDYG Position: Q4 2019 in Review

Towerpoint Wealth sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2019, closing a stake of 351 shares — an estimated $19K sold.

Towerpoint Wealth first reported a position in MDYG in Q3 2019 and held it in 1 quarter. The position peaked at $19K in Q3 2019. 234 funds tracked by Wall St. Rank hold MDYG as of Q4 2019.

  • Towerpoint Wealth reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Towerpoint Wealth sold 351 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2019, an estimated $19K.
  • Towerpoint Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2019 and held it in 1 quarter.
  • Towerpoint Wealth's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $19K in Q3 2019.
  • 234 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2019.

Based on Towerpoint Wealth's 13F filing for Q4 2019, filed 15 Jan 2020.