AAS
MDYG icon

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

Annex Advisory Services’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
Q4 		– Sell
-2,376
Closed -$218K – 365
2025
Q3 		$218K Buy
+2,376
New +$214K ﹤0.01% 295

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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Annex Advisory Services's MDYG Position: Q4 2025 in Review

Annex Advisory Services sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2025, closing a stake of 2,376 shares — an estimated $218K sold.

Annex Advisory Services first reported a position in MDYG in Q3 2025 and held it in 1 quarter. The position peaked at $218K in Q3 2025. 385 funds tracked by Wall St. Rank hold MDYG as of Q4 2025.

  • Annex Advisory Services reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Annex Advisory Services sold 2,376 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2025, an estimated $218K.
  • Annex Advisory Services first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • Annex Advisory Services's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $218K in Q3 2025.
  • 385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2025.

Based on Annex Advisory Services's 13F filing for Q4 2025, filed 26 Jan 2026.