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

Apexium Financial’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
Q3 		$842K Sell
9,193
-394
-4% -$35.4K 0.04% 147
2025
Q2 		$833K Sell
9,587
-2,373
-20% -$194K 0.04% 142
2025
Q1 		$950K Buy
11,960
+4,170
+54% +$359K 0.06% 124
2024
Q4 		$677K Buy
+7,790
New +$701K 0.04% 137

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Apexium Financial's MDYG Position: Q3 2025 in Review

Apexium Financial reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 4.1% in Q3 2025, selling an estimated $35.4K and leaving 9,193 shares worth $842K. The position accounts for 0.04% of the portfolio, ranked #147.

Apexium Financial first reported a position in MDYG in Q4 2024 and has held it in 4 quarters since. The position peaked at $950K in Q1 2025. 385 funds tracked by Wall St. Rank hold MDYG as of Q3 2025.

  • Apexium Financial held 9,193 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $842K as of Q3 2025.
  • Apexium Financial sold 394 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2025, an estimated $35.4K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.04% of Apexium Financial's portfolio in Q3 2025, its #147 holding.
  • Apexium Financial first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • Apexium Financial's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $950K in Q1 2025.
  • 385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.