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

VSR Financial Services’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
2016 Q2	$238K	Buy	5,793 +171	+3%	+$6.89K	0.04%	421
2016 Q1	$222K	Sell	5,622 -300	-5%	-$11.1K	0.02%	493
2015 Q4	$232K	Sell	5,922 -462	-7%	-$18.6K	0.02%	485
2015 Q3	$247K	Buy	6,384 +810	+15%	+$33.3K	0.03%	460
2015 Q2	$233K	Buy	5,574 +285	+5%	+$12K	0.02%	495
2015 Q1	$223K	Hold	5,289	–	–	0.02%	498
2014 Q4	$209K	Buy	+5,289	New	+$203K	0.02%	514
2013 Q3	–	Sell	-23,580	Closed	-$758K	–	562
2013 Q2	$758K	Buy	+23,580	New	+$759K	0.15%	163

Other funds holding MDYG

Chartist Inc Seal Beach, California $139M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VSR Financial Services's MDYG Position: Q2 2016 in Review

VSR Financial Services increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 3% in Q2 2016, buying an estimated $6.89K and bringing the position to 5,793 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #421.

VSR Financial Services first reported a position in MDYG in Q2 2013 and has held it in 8 quarters since. The position peaked at $758K in Q2 2013. 69 funds tracked by Wall St. Rank hold MDYG as of Q2 2016.

VSR Financial Services held 5,793 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $238K as of Q2 2016.
VSR Financial Services bought 171 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2016, an estimated $6.89K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.04% of VSR Financial Services's portfolio in Q2 2016, its #421 holding.
VSR Financial Services first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2013 and has held it in 8 quarters since.
VSR Financial Services's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $758K in Q2 2013.
69 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.