ACM
MDYG icon

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

Advance Capital 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
2026
Q1 		$205K Buy
+2,137
New +$209K 0.01% 170
2025
Q3 		– Sell
-11,801
Closed -$1.03M – 176
2025
Q2 		$1.03M Buy
11,801
+4
+0% +$327 0.05% 57
2025
Q1 		$937K Buy
11,797
+4
+0% +$344 0.04% 59
2024
Q4 		$1.02M Buy
11,793
+5
+0% +$450 0.05% 51
2024
Q3 		$1.03M Buy
11,788
+5
+0% +$427 0.05% 49
2024
Q2 		$990K Buy
11,783
+5
+0% +$422 0.05% 47
2024
Q1 		$1.03M Buy
11,778
+3
+0% +$239 0.07% 43
2023
Q4 		$891K Buy
11,775
+8
+0.1% +$561 0.07% 38
2023
Q3 		$814K Buy
11,767
+7
+0.1% +$504 0.08% 43
2023
Q2 		$843K Buy
11,760
+7
+0.1% +$478 0.1% 41
2023
Q1 		$804K Buy
11,753
+5
+0% +$341 0.14% 36
2022
Q4 		$768K Buy
+11,748
New +$773K 0.1% 36

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Advance Capital Management's MDYG Position: Q1 2026 in Review

Advance Capital Management opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2026: 2,137 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #170 among its holdings. This is a return to the name: Advance Capital Management previously reported a position in MDYG as recently as Q2 2025.

Advance Capital Management first reported a position in MDYG in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.03M in Q3 2024. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Advance Capital Management held 2,137 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $205K as of Q1 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF was a new Advance Capital Management position in Q1 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Advance Capital Management's portfolio in Q1 2026, its #170 holding.
  • Advance Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2022 and has held it in 12 quarters since.
  • Advance Capital Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.03M in Q3 2024.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.