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

Westwind Capital’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
-19,945
Closed -$1.05M – 48
2019
Q1 		$1.05M Sell
19,945
-2,587
-11% -$131K 0.62% 22
2018
Q4 		$1.03M Sell
22,532
-2,016
-8% -$101K 0.74% 22
2018
Q3 		$1.37M Buy
+24,548
New +$1.37M 0.87% 20

Other funds holding MDYG

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FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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 $3.38B AUM 30.57% 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

Westwind Capital's MDYG Position: Q2 2019 in Review

Westwind Capital sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2019, closing a stake of 19,945 shares — an estimated $1.05M sold.

Westwind Capital first reported a position in MDYG in Q3 2018 and held it in 3 quarters. The position peaked at $1.37M in Q3 2018. 188 funds tracked by Wall St. Rank hold MDYG as of Q2 2019.

  • Westwind Capital reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Westwind Capital sold 19,945 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2019, an estimated $1.05M.
  • Westwind Capital first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2018 and held it in 3 quarters.
  • Westwind Capital's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.37M in Q3 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 Westwind Capital's 13F filing for Q2 2019, filed 9 Jul 2019.