Carson Wealth (CWM LLC)’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.93M | Buy |
72,232
+1,176
| +2% | +$115K | 0.02% | 686 |
|
|
2025
Q4 | $6.57M | Buy |
71,056
+27,898
| +65% | +$2.56M | 0.02% | 676 |
|
|
2025
Q3 | $3.95M | Buy |
43,158
+7,897
| +22% | +$710K | 0.01% | 813 |
|
|
2025
Q2 | $3.06M | Buy |
35,261
+3,135
| +10% | +$256K | 0.01% | 773 |
|
|
2025
Q1 | $2.55M | Buy |
32,126
+3,200
| +11% | +$275K | 0.01% | 752 |
|
|
2024
Q4 | $2.51M | Sell |
28,926
-1,304
| -4% | -$117K | 0.01% | 699 |
|
|
2024
Q3 | $2.65M | Buy |
30,230
+12,409
| +70% | +$1.06M | 0.01% | 613 |
|
|
2024
Q2 | $1.5M | Sell |
17,821
-2,167
| -11% | -$183K | 0.01% | 724 |
|
|
2024
Q1 | $1.75M | Sell |
19,988
-5,682
| -22% | -$453K | 0.01% | 662 |
|
|
2023
Q4 | $1.94M | Buy |
25,670
+25,043
| +3,994% | +$1.76M | 0.01% | 580 |
|
|
2023
Q3 | $43K | Sell |
627
-10
| -2% | -$720 | ﹤0.01% | 2158 |
|
|
2023
Q2 | $46K | Buy |
637
+62
| +11% | +$4.24K | ﹤0.01% | 2058 |
|
|
2023
Q1 | $39K | Buy |
575
+92
| +19% | +$6.28K | ﹤0.01% | 2047 |
|
|
2022
Q4 | $32K | Sell |
483
-55
| -10% | -$3.62K | ﹤0.01% | 2041 |
|
|
2022
Q3 | $32K | Sell |
538
-267
| -33% | -$17.6K | ﹤0.01% | 1915 |
|
|
2022
Q2 | $49K | Sell |
805
-51
| -6% | -$3.43K | ﹤0.01% | 1643 |
|
|
2022
Q1 | $64K | Sell |
856
-1,017
| -54% | -$75.2K | ﹤0.01% | 1501 |
|
|
2021
Q4 | $153K | Buy |
+1,873
| New | +$150K | ﹤0.01% | 1134 |
|
|
2021
Q2 | $43K | Hold |
555
| – | – | ﹤0.01% | 1456 |
|
|
2021
Q1 | $43K | Hold |
555
| – | – | ﹤0.01% | 1456 |
|
|
2020
Q4 | $43K | Hold |
555
| – | – | ﹤0.01% | 1456 |
|
|
2020
Q3 | $43K | Hold |
555
| – | – | ﹤0.01% | 1456 |
|
|
2020
Q2 | $43K | Hold |
555
| – | – | ﹤0.01% | 1456 |
|
|
2020
Q1 | $43K | Hold |
555
| – | – | ﹤0.01% | 1456 |
|
|
2019
Q4 | $43K | Hold |
555
| – | – | ﹤0.01% | 1456 |
|
|
2019
Q3 | $43K | Hold |
555
| – | – | ﹤0.01% | 1455 |
|
|
2019
Q2 | $43K | Hold |
555
| – | – | ﹤0.01% | 1455 |
|
|
2019
Q1 | $43K | Buy |
555
+313
| +129% | +$15.9K | ﹤0.01% | 1455 |
|
|
2018
Q4 | $11K | Buy |
242
+221
| +1,052% | +$11.1K | ﹤0.01% | 1307 |
|
|
2018
Q3 | $1K | Buy |
+21
| New | +$1.17K | ﹤0.01% | 1702 |
|
|
2018
Q1 | – | Sell |
-543
| Closed | -$28K | – | 1489 |
|
|
2017
Q4 | $28K | Sell |
543
-96
| -15% | -$4.91K | ﹤0.01% | 639 |
|
|
2017
Q3 | $31K | Buy |
639
+96
| +18% | +$4.6K | ﹤0.01% | 616 |
|
|
2017
Q2 | $26K | Hold |
543
| – | – | ﹤0.01% | 589 |
|
|
2017
Q1 | $25K | Hold |
543
| – | – | ﹤0.01% | 565 |
|
|
2016
Q4 | $24K | Hold |
543
| – | – | ﹤0.01% | 551 |
|
|
2016
Q3 | $23K | Buy |
+543
| New | +$23.2K | ﹤0.01% | 536 |
|
Other funds holding MDYG
AWM
NP
CF
FWP
PAG
Carson Wealth (CWM LLC)'s MDYG Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 1.7% in Q1 2026, buying an estimated $115K and bringing the position to 72,232 shares worth $6.93M. The position accounts for 0.02% of the portfolio, ranked #686.
Carson Wealth (CWM LLC) first reported a position in MDYG in Q3 2016 and has held it in 36 quarters since. 397 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.
- Carson Wealth (CWM LLC) held 72,232 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $6.93M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1,176 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $115K.
- State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #686 holding.
- Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2016 and has held it in 36 quarters since.
- 397 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.