Bartlett & Co Wealth Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Bartlett & Co Wealth Management’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	$349K	Hold	3,359	–	–	﹤0.01%	383
2025 Q4	$310K	Buy	3,359 +2	+0.1%	+$184	﹤0.01%	400
2025 Q3	$307K	Hold	3,357	–	–	﹤0.01%	400
2025 Q2	$292K	Hold	3,357	–	–	﹤0.01%	396
2025 Q1	$267K	Sell	3,357 -317	-9%	-$27.3K	﹤0.01%	412
2024 Q4	$319K	Sell	3,674 -127	-3%	-$11.4K	﹤0.01%	385
2024 Q3	$334K	Buy	3,801 +196	+5%	+$16.7K	﹤0.01%	385
2024 Q2	$303K	Sell	3,605 -80	-2%	-$6.76K	﹤0.01%	390
2024 Q1	$322K	Buy	3,685 +116	+3%	+$9.25K	﹤0.01%	393
2023 Q4	$272K	Sell	3,569 -50	-1%	-$3.51K	﹤0.01%	431
2023 Q3	$250K	Hold	3,619	–	–	﹤0.01%	422
2023 Q2	$259K	Sell	3,619 -1,528	-30%	-$104K	﹤0.01%	420
2023 Q1	$352K	Sell	5,147 -75	-1%	-$5.12K	0.01%	322
2022 Q4	$341K	Buy	5,222 +3,639	+230%	+$239K	0.01%	326
2022 Q3	$95.5K	Buy	1,583 +865	+120%	+$57.1K	﹤0.01%	466
2022 Q2	$43.8K	Buy	718 +32	+5%	+$2.15K	﹤0.01%	590
2022 Q1	$50.9K	Buy	+686	New	+$50.8K	﹤0.01%	583
2021 Q4	–	Sell	-1	Closed	-$76	–	684
2021 Q3	$76	Hold	1	–	–	﹤0.01%	933
2021 Q2	$78	Buy	+1	New	+$77	﹤0.01%	1066

Other funds holding MDYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Bartlett & Co Wealth Management's MDYG Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q1 2026 at 3,359 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Bartlett & Co Wealth Management first reported a position in MDYG in Q2 2021 and has held it in 19 quarters since. The position peaked at $352K in Q1 2023. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

Bartlett & Co Wealth Management held 3,359 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $349K as of Q1 2026.
Bartlett & Co Wealth Management left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q1 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #383 holding.
Bartlett & Co Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2021 and has held it in 19 quarters since.
Bartlett & Co Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $352K in Q1 2023.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.