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Woodley Farra Manion Portfolio Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Woodley Farra Manion Portfolio Management’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
2020
Q3 		– Sell
-170
Closed -$9K – 276
2020
Q2 		$9K Hold
170
– – ﹤0.01% 281
2020
Q1 		$7K Buy
+170
New +$8.97K ﹤0.01% 300

Other funds holding MDYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's MDYG Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2020, closing a stake of 170 shares — an estimated $9K sold.

Woodley Farra Manion Portfolio Management first reported a position in MDYG in Q1 2020 and held it in 2 quarters. The position peaked at $9K in Q2 2020. 216 funds tracked by Wall St. Rank hold MDYG as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 170 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2020, an estimated $9K.
  • Woodley Farra Manion Portfolio Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2020 and held it in 2 quarters.
  • Woodley Farra Manion Portfolio Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $9K in Q2 2020.
  • 216 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.