AWM
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Angeles Wealth Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Angeles Wealth 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
2025
Q2 		– Sell
-81
Closed -$6.44K – 442
2025
Q1 		$6.44K Hold
81
– – ﹤0.01% 361
2024
Q4 		$7.04K Hold
81
– – ﹤0.01% 363
2024
Q3 		$7.11K Hold
81
– – ﹤0.01% 319
2024
Q2 		$6.81K Hold
81
– – ﹤0.01% 294
2024
Q1 		$7.07K Hold
81
– – ﹤0.01% 283
2023
Q4 		$6.13K Buy
+81
New +$5.68K ﹤0.01% 250

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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Angeles Wealth Management's MDYG Position: Q2 2025 in Review

Angeles Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2025, closing a stake of 81 shares — an estimated $6.44K sold.

Angeles Wealth Management first reported a position in MDYG in Q4 2023 and held it in 6 quarters. The position peaked at $7.11K in Q3 2024. 392 funds tracked by Wall St. Rank hold MDYG as of Q2 2025.

  • Angeles Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 81 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2025, an estimated $6.44K.
  • Angeles Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and held it in 6 quarters.
  • Angeles Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $7.11K in Q3 2024.
  • 392 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2025.

Based on Angeles Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.