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

Atria Investments’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
-2,654
Closed -$243K – 2095
2025
Q3 		$243K Sell
2,654
-4,292
-62% -$386K ﹤0.01% 1841
2025
Q2 		$603K Sell
6,946
-3,129
-31% -$256K 0.01% 1316
2025
Q1 		$801K Sell
10,075
-9,776
-49% -$841K 0.01% 1105
2024
Q4 		$1.72M Buy
19,851
+1,569
+9% +$141K 0.02% 741
2024
Q3 		$1.6M Buy
18,282
+7,659
+72% +$654K 0.02% 747
2024
Q2 		$893K Sell
10,623
-20,872
-66% -$1.76M 0.01% 996
2024
Q1 		$2.75M Buy
31,495
+4,402
+16% +$351K 0.04% 535
2023
Q4 		$2.05M Sell
27,093
-4,525
-14% -$317K 0.03% 588
2023
Q3 		$2.19M Buy
31,618
+2,594
+9% +$187K 0.04% 544
2023
Q2 		$2.08M Buy
29,024
+6,808
+31% +$465K 0.04% 538
2023
Q1 		$1.52M Buy
22,216
+4,849
+28% +$331K 0.03% 647
2022
Q4 		$1.13M Buy
+17,367
New +$1.14M 0.02% 716
2020
Q1 		– Sell
-162,690
Closed -$9.29M – 936
2019
Q4 		$9.29M Sell
162,690
-22,018
-12% -$1.21M 0.25% 90
2019
Q3 		$9.92M Sell
184,708
-72,447
-28% -$3.91M 0.35% 63
2019
Q2 		$13.6M Buy
257,155
+231,940
+920% +$12.3M 0.51% 36
2019
Q1 		$1.32M Buy
25,215
+8,452
+50% +$428K 0.06% 280
2018
Q4 		$769K Sell
16,763
-48,613
-74% -$2.44M 0.03% 372
2018
Q3 		$3.66M Buy
65,376
+8,726
+15% +$487K 0.14% 122
2018
Q2 		$3.06M Buy
+56,650
New +$3.04M 0.13% 139

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

Atria Investments's MDYG Position: Q4 2025 in Review

Atria Investments sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2025, closing a stake of 2,654 shares — an estimated $243K sold.

Atria Investments first reported a position in MDYG in Q2 2018 and held it in 19 quarters. The position peaked at $13.6M in Q2 2019. 385 funds tracked by Wall St. Rank hold MDYG as of Q4 2025.

  • Atria Investments reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Atria Investments sold 2,654 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2025, an estimated $243K.
  • Atria Investments first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2018 and held it in 19 quarters.
  • Atria Investments's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $13.6M in Q2 2019.
  • 385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.