AssetMark Inc
MDYG icon

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

AssetMark Inc’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 		$18K Buy
+188
New +$18.4K ﹤0.01% 2089
2025
Q4 		– Sell
-86
Closed -$7.87K – 3441
2025
Q3 		$7.87K Sell
86
-18
-17% -$1.62K ﹤0.01% 2197
2025
Q2 		$9.03K Sell
104
-43
-29% -$3.52K ﹤0.01% 1978
2025
Q1 		$11.7K Buy
147
+102
+227% +$8.77K ﹤0.01% 1820
2024
Q4 		$3.91K Buy
45
+43
+2,150% +$3.87K ﹤0.01% 1986
2024
Q3 		$175 Hold
2
– – ﹤0.01% 2174
2024
Q2 		$168 Sell
2
-18
-90% -$1.52K ﹤0.01% 2015
2024
Q1 		$1.75K Sell
20
-1,247
-98% -$99.4K ﹤0.01% 1602
2023
Q4 		$95.9K Buy
1,267
+1,240
+4,593% +$87K ﹤0.01% 1046
2023
Q3 		$1.87K Buy
27
+14
+108% +$1.01K ﹤0.01% 1481
2023
Q2 		$931 Sell
13
-33
-72% -$2.25K ﹤0.01% 1476
2023
Q1 		$3.15K Buy
46
+14
+44% +$956 ﹤0.01% 1364
2022
Q4 		$2.09K Sell
32
-212
-87% -$13.9K ﹤0.01% 1435
2022
Q3 		$15K Buy
+244
New +$16.1K ﹤0.01% 1179
2021
Q3 		– Sell
-49
Closed -$4K – 1481
2021
Q2 		$4K Buy
49
+41
+513% +$3.16K ﹤0.01% 1113
2021
Q1 		$1K Sell
8
-172
-96% -$12.7K ﹤0.01% 1275
2020
Q4 		$12K Sell
180
-247
-58% -$15.8K ﹤0.01% 898
2020
Q3 		$25K Buy
427
+243
+132% +$13.9K ﹤0.01% 793
2020
Q2 		$10K Buy
+184
New +$9.17K ﹤0.01% 864

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 $1.61B AUM 19.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

AssetMark Inc's MDYG Position: Q1 2026 in Review

AssetMark Inc opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2026: 188 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #2089 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in MDYG as recently as Q3 2025.

AssetMark Inc first reported a position in MDYG in Q2 2020 and has held it in 19 quarters since. The position peaked at $95.9K in Q4 2023. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • AssetMark Inc held 188 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $18K as of Q1 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF was a new AssetMark Inc position in Q1 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2089 holding.
  • AssetMark Inc first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2020 and has held it in 19 quarters since.
  • AssetMark Inc's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $95.9K in Q4 2023.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.