Wealthcare Advisory Partners’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Wealthcare Advisory Partners’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
2022 Q1	–	Sell	-2,448	Closed	-$200K	–	575
2021 Q4	$200K	Buy	+2,448	New	+$196K	0.01%	549
2021 Q2	–	Sell	-2,479	Closed	-$186K	–	1315
2021 Q1	$186K	Buy	+2,479	New	+$183K	0.01%	501
2020 Q2	–	Sell	-4,097	Closed	-$175K	–	941
2020 Q1	$175K	Sell	4,097 -338	-8%	-$17.8K	0.03%	280
2019 Q4	$253K	Buy	4,435 +3	+0.1%	+$165	0.03%	263
2019 Q3	$238K	Buy	4,432 +3	+0.1%	+$162	0.03%	242
2019 Q2	$240K	Buy	4,429 +828	+23%	+$44.1K	0.04%	245
2019 Q1	$189K	Buy	3,601 +3,014	+513%	+$153K	0.03%	246
2018 Q4	$27K	Sell	587 -229	-28%	-$11.5K	0.01%	566
2018 Q3	$46K	Buy	816 +54	+7%	+$3.01K	0.01%	487
2018 Q2	$41K	Buy	762 +555	+268%	+$29.8K	0.01%	503
2018 Q1	$11K	Buy	+207	New	+$11K	﹤0.01%	711

Other funds holding MDYG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealthcare Advisory Partners's MDYG Position: Q1 2022 in Review

Wealthcare Advisory Partners sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2022, closing a stake of 2,448 shares — an estimated $200K sold.

Wealthcare Advisory Partners first reported a position in MDYG in Q1 2018 and held it in 11 quarters. The position peaked at $253K in Q4 2019. 269 funds tracked by Wall St. Rank hold MDYG as of Q1 2022.

Wealthcare Advisory Partners reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,448 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2022, an estimated $200K.
Wealthcare Advisory Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2018 and held it in 11 quarters.
Wealthcare Advisory Partners's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $253K in Q4 2019.
269 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2022, filed 15 Apr 2022.