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

Atwood & Palmer’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
-533
Closed -$48.8K – 494
2025
Q3 		$48.8K Buy
+533
New +$47.9K ﹤0.01% 244
2023
Q3 		– Sell
-2,594
Closed -$186K – 432
2023
Q2 		$186K Hold
2,594
– – 0.02% 152
2023
Q1 		$178K Hold
2,594
– – 0.02% 146
2022
Q4 		$170K Hold
2,594
– – 0.02% 151
2022
Q3 		$157K Hold
2,594
– – 0.02% 149
2022
Q2 		$158K Hold
2,594
– – 0.02% 149
2022
Q1 		$193K Hold
2,594
– – 0.02% 144
2021
Q4 		$212K Hold
2,594
– – 0.02% 146
2021
Q3 		$196K Hold
2,594
– – 0.02% 148
2021
Q2 		$201K Hold
2,594
– – 0.02% 147
2021
Q1 		$195K Hold
2,594
– – 0.02% 143
2020
Q4 		$180K Hold
2,594
– – 0.02% 141
2020
Q3 		$149K Hold
2,594
– – 0.02% 143
2020
Q2 		$140K Hold
2,594
– – 0.02% 147
2020
Q1 		$111K Hold
2,594
– – 0.02% 147
2019
Q4 		$148K Hold
2,594
– – 0.02% 140
2019
Q3 		$139K Buy
+2,594
New +$140K 0.02% 148

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 $11B AUM 18.22% 1-Year Est. Return

Atwood & Palmer's MDYG Position: Q4 2025 in Review

Atwood & Palmer sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2025, closing a stake of 533 shares — an estimated $48.8K sold.

Atwood & Palmer first reported a position in MDYG in Q3 2019 and held it in 17 quarters. The position peaked at $212K in Q4 2021. 385 funds tracked by Wall St. Rank hold MDYG as of Q4 2025.

  • Atwood & Palmer reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Atwood & Palmer sold 533 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2025, an estimated $48.8K.
  • Atwood & Palmer first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2019 and held it in 17 quarters.
  • Atwood & Palmer's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $212K in Q4 2021.
  • 385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2025.

Based on Atwood & Palmer's 13F filing for Q4 2025, filed 28 Jan 2026.