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Wealthspire Advisors (Maryland)’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-3,266
Closed -$172K – 1367
2019
Q1 		$172K Sell
3,266
-256
-7% -$13K 0.01% 477
2018
Q4 		$161K Sell
3,522
-63
-2% -$3.17K 0.01% 453
2018
Q3 		$201K Sell
3,585
-169
-5% -$9.43K 0.02% 456
2018
Q2 		$203K Sell
3,754
-227
-6% -$12.2K 0.02% 456
2018
Q1 		$209K Buy
3,981
+3
+0.1% +$159 0.02% 454
2017
Q4 		$206K Sell
3,978
-66
-2% -$3.37K 0.02% 476
2017
Q3 		$199K Buy
4,044
+90
+2% +$4.31K 0.02% 475
2017
Q2 		$189K Sell
3,954
-51
-1% -$2.41K 0.02% 469
2017
Q1 		$186K Sell
4,005
-390
-9% -$17.9K 0.03% 417
2016
Q4 		$195K Sell
4,395
-60
-1% -$2.57K 0.03% 378
2016
Q3 		$189K Buy
4,455
+213
+5% +$9.09K 0.03% 398
2016
Q2 		$174K Buy
4,242
+192
+5% +$7.74K 0.03% 403
2016
Q1 		$160K Buy
4,050
+102
+3% +$3.79K 0.03% 411
2015
Q4 		$155K Buy
+3,948
New +$159K 0.03% 427

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FWP
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI
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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
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MDYG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2019, closing a stake of 3,266 shares — an estimated $172K sold.

Wealthspire Advisors (Maryland) first reported a position in MDYG in Q4 2015 and held it in 14 quarters. The position peaked at $209K in Q1 2018. 188 funds tracked by Wall St. Rank hold MDYG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,266 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2019, an estimated $172K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $209K in Q1 2018.
  • 188 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.