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

Vigilare Wealth Management’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
-9,318
Closed -$399K – 139
2020
Q1 		$399K Sell
9,318
-2,311
-20% -$122K 0.48% 55
2019
Q4 		$663K Buy
+11,629
New +$639K 0.44% 58

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

Vigilare Wealth Management's MDYG Position: Q2 2020 in Review

Vigilare Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2020, closing a stake of 9,318 shares — an estimated $399K sold.

Vigilare Wealth Management first reported a position in MDYG in Q4 2019 and held it in 2 quarters. The position peaked at $663K in Q4 2019. 221 funds tracked by Wall St. Rank hold MDYG as of Q2 2020.

  • Vigilare Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Vigilare Wealth Management sold 9,318 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2020, an estimated $399K.
  • Vigilare Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2019 and held it in 2 quarters.
  • Vigilare Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $663K 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 Vigilare Wealth Management's 13F filing for Q2 2020, filed 20 Jul 2020.