B. Riley Wealth Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,705
| Closed | -$235K | – | 1149 |
|
|
2025
Q2 | $235K | Buy |
+2,705
| New | +$221K | 0.01% | 812 |
|
|
2024
Q4 | $272K | Sell |
3,125
-32
| -1% | -$2.88K | 0.01% | 910 |
|
|
2024
Q3 | $276K | Sell |
3,157
-141
| -4% | -$12K | 0.01% | 997 |
|
|
2024
Q2 | $277K | Sell |
3,298
-1,914
| -37% | -$162K | 0.01% | 1069 |
|
|
2024
Q1 | $360K | Buy |
5,212
+561
| +12% | +$44.7K | 0.01% | 957 |
|
|
2023
Q4 | $352K | Sell |
4,651
-561
| -11% | -$39.4K | 0.01% | 979 |
|
|
2023
Q3 | $360K | Buy |
5,212
+667
| +15% | +$48K | 0.01% | 957 |
|
|
2023
Q2 | $326K | Sell |
4,545
-223
| -5% | -$15.2K | 0.01% | 1078 |
|
|
2023
Q1 | $326K | Buy |
4,768
+15
| +0.3% | +$1.02K | 0.01% | 1028 |
|
|
2022
Q4 | $311K | Buy |
+4,753
| New | +$313K | 0.01% | 1036 |
|
|
2022
Q2 | – | Sell |
-4,037
| Closed | -$301K | – | 1326 |
|
|
2022
Q1 | $301K | Sell |
4,037
-1,481
| -27% | -$110K | 0.01% | 1008 |
|
|
2021
Q4 | $451K | Buy |
5,518
+320
| +6% | +$25.6K | 0.01% | 872 |
|
|
2021
Q3 | $394K | Buy |
5,198
+996
| +24% | +$77.5K | 0.01% | 898 |
|
|
2021
Q2 | $327K | Sell |
4,202
-1,618
| -28% | -$125K | 0.01% | 974 |
|
|
2021
Q1 | $438K | Sell |
5,820
-65,274
| -92% | -$4.82M | 0.02% | 800 |
|
|
2020
Q4 | $4.93M | Buy |
71,094
+65,297
| +1,126% | +$4.18M | 0.26% | 86 |
|
|
2020
Q3 | $334K | Sell |
5,797
-113,018
| -95% | -$6.45M | 0.02% | 683 |
|
|
2020
Q2 | $6.39M | Buy |
+118,815
| New | +$5.92M | 0.43% | 56 |
|
|
2016
Q4 | – | Sell |
-33,969
| Closed | -$1.45M | – | 598 |
|
|
2016
Q3 | $1.45M | Sell |
33,969
-660
| -2% | -$28.2K | 0.28% | 87 |
|
|
2016
Q2 | $1.42M | Sell |
34,629
-51
| -0.1% | -$2.06K | 0.28% | 84 |
|
|
2016
Q1 | $1.37M | Sell |
34,680
-15
| -0% | -$557 | 0.32% | 77 |
|
|
2015
Q4 | $1.36M | Buy |
34,695
+1,440
| +4% | +$57.9K | 0.28% | 95 |
|
|
2015
Q3 | $1.29M | Buy |
33,255
+3,210
| +11% | +$132K | 0.31% | 82 |
|
|
2015
Q2 | $1.25M | Buy |
30,045
+270
| +0.9% | +$11.4K | 0.31% | 76 |
|
|
2015
Q1 | $1.25M | Buy |
29,775
+930
| +3% | +$37.9K | 0.31% | 87 |
|
|
2014
Q4 | $1.14K | Buy |
28,845
+4,425
| +18% | +$170K | 0.02% | 700 |
|
|
2014
Q3 | $918K | Sell |
24,420
-11,130
| -31% | -$428K | 0.24% | 106 |
|
|
2014
Q2 | $688K | Buy |
35,550
+22,020
| +163% | +$825K | 0.16% | 138 |
|
|
2014
Q1 | $514K | Buy |
13,530
+5,310
| +65% | +$198K | 0.16% | 146 |
|
|
2013
Q4 | $307K | Buy |
8,220
+1,230
| +18% | +$44K | 0.1% | 236 |
|
|
2013
Q3 | $241K | Buy |
+6,990
| New | +$236K | 0.08% | 277 |
|
Other funds holding MDYG
NP
AWM
BEI
FWP
B. Riley Wealth Advisors's MDYG Position: Q3 2025 in Review
B. Riley Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2025, closing a stake of 2,705 shares — an estimated $235K sold.
B. Riley Wealth Advisors first reported a position in MDYG in Q3 2013 and held it in 31 quarters. The position peaked at $6.39M in Q2 2020. 385 funds tracked by Wall St. Rank hold MDYG as of Q3 2025.
- B. Riley Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
- B. Riley Wealth Advisors sold 2,705 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2025, an estimated $235K.
- B. Riley Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2013 and held it in 31 quarters.
- B. Riley Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $6.39M in Q2 2020.
- 385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2025.
Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.