BWG
MDYG icon

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

Balanced Wealth 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 		$13.8M Buy
144,257
+4,123
+3% +$404K 4.95% 6
2025
Q4 		$12.9M Buy
140,134
+5,324
+4% +$489K 4.7% 7
2025
Q3 		$11.8M Sell
134,810
-992
-0.7% -$89.2K 5.17% 6
2025
Q2 		$12.1M Buy
135,802
+16,123
+13% +$1.32M 5.23% 6
2025
Q1 		$9.51M Sell
119,679
-3,600
-3% -$310K 4.6% 6
2024
Q4 		$11M Buy
123,279
+8,694
+8% +$782K 4.94% 6
2024
Q3 		$9.97M Sell
114,585
-112,514
-50% -$9.61M 4.41% 7
2024
Q2 		$8.89M Buy
227,099
+12,984
+6% +$1.1M 4.04% 7
2024
Q1 		$8.07M Buy
214,115
+177,178
+480% +$14.1M 3.6% 8
2023
Q4 		$2.8M Buy
+36,937
New +$2.59M 1.45% 18

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