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

tru Independence’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
2021
Q2 		– Sell
-4,413
Closed -$331K – 334
2021
Q1 		$331K Buy
+4,413
New +$326K 0.06% 205
2020
Q4 		– Sell
-3,866
Closed -$222K – 804
2020
Q3 		$222K Buy
+3,866
New +$221K 0.06% 153

Other funds holding MDYG

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

tru Independence's MDYG Position: Q2 2021 in Review

tru Independence sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2021, closing a stake of 4,413 shares — an estimated $331K sold.

tru Independence first reported a position in MDYG in Q3 2020 and held it in 2 quarters. The position peaked at $331K in Q1 2021. 254 funds tracked by Wall St. Rank hold MDYG as of Q2 2021.

  • tru Independence reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • tru Independence sold 4,413 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2021, an estimated $331K.
  • tru Independence first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2020 and held it in 2 quarters.
  • tru Independence's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $331K in Q1 2021.
  • 254 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2021.

Based on tru Independence's 13F filing for Q2 2021, filed 3 Aug 2021.