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

Bleakley Financial 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
2025 Q1	–	Sell	-3,578	Closed	-$311K	–	793
2024 Q4	$311K	Hold	3,578	–	–	0.01%	791
2024 Q3	$314K	Hold	3,578	–	–	0.01%	752
2024 Q2	$301K	Hold	3,578	–	–	0.01%	745
2024 Q1	$312K	Buy	3,578 +246	+7%	+$19.6K	0.01%	748
2023 Q4	$252K	Hold	3,332	–	–	0.01%	784
2023 Q3	$230K	Sell	3,332 -1,208	-27%	-$87K	0.01%	758
2023 Q2	$325K	Hold	4,540	–	–	0.01%	698
2023 Q1	$311K	Buy	4,540 +1	+0%	+$68	0.01%	699
2022 Q4	$297K	Buy	+4,539	New	+$299K	0.01%	698

Other funds holding MDYG

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Bleakley Financial Group's MDYG Position: Q1 2025 in Review

Bleakley Financial Group sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2025, closing a stake of 3,578 shares — an estimated $311K sold.

Bleakley Financial Group first reported a position in MDYG in Q4 2022 and held it in 9 quarters. The position peaked at $325K in Q2 2023. 379 funds tracked by Wall St. Rank hold MDYG as of Q1 2025.

Bleakley Financial Group reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 3,578 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2025, an estimated $311K.
Bleakley Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2022 and held it in 9 quarters.
Bleakley Financial Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $325K in Q2 2023.
379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.