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

Atria Wealth Solutions’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
Q2 		$1.19M Sell
13,713
-827
-6% -$67.6K 0.03% 577
2025
Q1 		$1.16M Buy
14,540
+305
+2% +$26.2K 0.01% 825
2024
Q4 		$1.24M Sell
14,235
-2,963
-17% -$267K 0.01% 841
2024
Q3 		$1.51M Sell
17,198
-1,232
-7% -$105K 0.02% 749
2024
Q2 		$1.55M Sell
18,430
-42,525
-70% -$3.59M 0.02% 722
2024
Q1 		$5.32M Buy
60,955
+43,725
+254% +$3.49M 0.06% 321
2023
Q4 		$1.3M Buy
17,230
+1,840
+12% +$129K 0.02% 759
2023
Q3 		$1.06M Sell
15,390
-2,768
-15% -$199K 0.01% 781
2023
Q2 		$1.3M Sell
18,158
-1,120
-6% -$76.5K 0.02% 733
2023
Q1 		$1.32M Sell
19,278
-1,112
-5% -$75.9K 0.02% 699
2022
Q4 		$1.33M Sell
20,390
-229
-1% -$15.1K 0.02% 642
2022
Q3 		$1.24M Buy
20,619
+10,532
+104% +$695K 0.02% 642
2022
Q2 		$615K Buy
10,087
+4,534
+82% +$305K 0.01% 878
2022
Q1 		$412K Buy
+5,553
New +$411K 0.01% 1169

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Wealth Solutions's MDYG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 5.7% in Q2 2025, selling an estimated $67.6K and leaving 13,713 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #577.

Atria Wealth Solutions first reported a position in MDYG in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.32M in Q1 2024. 393 funds tracked by Wall St. Rank hold MDYG as of Q2 2025.

  • Atria Wealth Solutions held 13,713 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.19M as of Q2 2025.
  • Atria Wealth Solutions sold 827 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2025, an estimated $67.6K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #577 holding.
  • Atria Wealth Solutions first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $5.32M in Q1 2024.
  • 393 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.