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

Atomi Financial Group’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 		$418K Sell
4,353
-2
-0% -$196 0.01% 781
2025
Q4 		$403K Sell
4,355
-64
-1% -$5.88K 0.01% 794
2025
Q3 		$405K Sell
4,419
-11
-0.2% -$989 0.01% 742
2025
Q2 		$385K Sell
4,430
-1
-0% -$82 0.01% 694
2025
Q1 		$352K Sell
4,431
-93
-2% -$8K 0.02% 689
2024
Q4 		$393K Buy
+4,524
New +$407K 0.02% 582

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

Atomi Financial Group's MDYG Position: Q1 2026 in Review

Atomi Financial Group reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.05% in Q1 2026, selling an estimated $196 and leaving 4,353 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #781.

Atomi Financial Group first reported a position in MDYG in Q4 2024 and has held it in 6 quarters since. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Atomi Financial Group held 4,353 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $418K as of Q1 2026.
  • Atomi Financial Group sold 2 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $196.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #781 holding.
  • Atomi Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.