BA
MDYG icon

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

Bristlecone Advisors’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
Q3 		$2.48M Buy
27,139
+1,608
+6% +$145K 0.21% 90
2025
Q2 		$2.22M Sell
25,531
-3,455
-12% -$282K 0.19% 92
2025
Q1 		$2.3M Buy
28,986
+6,851
+31% +$589K 0.19% 99
2024
Q4 		$1.92M Buy
22,135
+1,930
+10% +$174K 0.15% 113
2024
Q3 		$1.77M Buy
20,205
+1,761
+10% +$150K 0.14% 116
2024
Q2 		$1.55M Buy
18,444
+832
+5% +$70.3K 0.13% 118
2024
Q1 		$1.54M Buy
17,612
+2,108
+14% +$168K 0.14% 119
2023
Q4 		$1.17M Buy
15,504
+5,444
+54% +$382K 0.12% 128
2023
Q3 		$696K Buy
10,060
+3,420
+52% +$246K 0.08% 148
2023
Q2 		$476K Buy
6,640
+1,789
+37% +$122K 0.05% 179
2023
Q1 		$332K Buy
4,851
+1,414
+41% +$96.6K 0.04% 210
2022
Q4 		$225K Buy
+3,437
New +$226K 0.03% 241
2022
Q2 		– Sell
-2,895
Closed -$215K – 247
2022
Q1 		$215K Hold
2,895
– – 0.03% 223
2021
Q4 		$236K Buy
+2,895
New +$232K 0.03% 213

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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bristlecone Advisors's MDYG Position: Q3 2025 in Review

Bristlecone Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 6.3% in Q3 2025, buying an estimated $145K and bringing the position to 27,139 shares worth $2.48M. The position accounts for 0.21% of the portfolio, ranked #90.

Bristlecone Advisors first reported a position in MDYG in Q4 2021 and has held it in 14 quarters since. 385 funds tracked by Wall St. Rank hold MDYG as of Q3 2025.

  • Bristlecone Advisors held 27,139 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $2.48M as of Q3 2025.
  • Bristlecone Advisors bought 1,608 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2025, an estimated $145K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.21% of Bristlecone Advisors's portfolio in Q3 2025, its #90 holding.
  • Bristlecone Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2021 and has held it in 14 quarters since.
  • 385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.