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
Q3 		$33.8K Buy
323
+103
+47% +$11.1K ﹤0.01% 2039
2026
Q2 		$24.7K Buy
220
+32
+17% +$3.39K ﹤0.01% 2098
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

First National Trust
First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Convergence Financial
Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return
SFG Wealth Management
SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

AssetMark Inc's MDYG Position: Q3 2026 in Review

AssetMark Inc increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 47% in Q3 2026, buying an estimated $11.1K and bringing the position to 323 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

AssetMark Inc first reported a position in MDYG in Q2 2020 and has held it in 21 quarters since. The position peaked at $95.9K in Q4 2023. 178 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

  • AssetMark Inc held 323 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $33.8K as of Q3 2026.
  • AssetMark Inc bought 103 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2026, an estimated $11.1K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2039 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 21 quarters since.
  • AssetMark Inc's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $95.9K in Q4 2023.
  • 178 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.