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

Basepoint Wealth’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	$107K	Sell	1,118 -160	-13%	-$15.7K	0.06%	141
2025 Q4	$118K	Sell	1,278 -1,300	-50%	-$119K	0.07%	132
2025 Q3	$236K	Buy	2,578 +4	+0.2%	+$360	0.17%	90
2025 Q2	$224K	Buy	2,574 +6	+0.2%	+$490	0.17%	92
2025 Q1	$204K	Hold	2,568	–	–	0.16%	97
2024 Q4	$223K	Hold	2,568	–	–	0.18%	95
2024 Q3	$225K	Buy	2,568 +6	+0.2%	+$512	0.17%	98
2024 Q2	$215K	Sell	2,562 -226	-8%	-$19.1K	0.17%	102
2024 Q1	$243K	Buy	+2,788	New	+$222K	0.18%	100

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

Basepoint Wealth's MDYG Position: Q1 2026 in Review

Basepoint Wealth reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 13% in Q1 2026, selling an estimated $15.7K and leaving 1,118 shares worth $107K. The position accounts for 0.06% of the portfolio, ranked #141.

Basepoint Wealth first reported a position in MDYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $243K in Q1 2024. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

Basepoint Wealth held 1,118 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $107K as of Q1 2026.
Basepoint Wealth sold 160 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $15.7K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.06% of Basepoint Wealth's portfolio in Q1 2026, its #141 holding.
Basepoint Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Basepoint Wealth's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $243K in Q1 2024.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.