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

WealthStone’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
-198
Closed -$10.5K – 252
2019
Q1 		$10K Buy
+198
New +$10K 0.36% 17

Other funds holding MDYG

APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $139M AUM
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

WealthStone's MDYG Position: Q2 2019 in Review

WealthStone sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2019, closing a stake of 198 shares — an estimated $10.5K sold.

WealthStone first reported a position in MDYG in Q1 2019 and held it in 1 quarter. The position peaked at $10K in Q1 2019. 188 funds tracked by Wall St. Rank hold MDYG as of Q2 2019.

  • WealthStone reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
  • WealthStone sold 198 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2019, an estimated $10.5K.
  • WealthStone first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2019 and held it in 1 quarter.
  • WealthStone's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $10K in Q1 2019.
  • 188 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2019.

Based on WealthStone's 13F filing for Q2 2019, filed 14 Aug 2019.