CWM
MDYG icon

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

Centricity 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
2025
Q2 		$26.1K Hold
300
– – 0.02% 231
2025
Q1 		$23.8K Hold
300
– – 0.02% 235
2024
Q4 		$26.1K Buy
+300
New +$27K 0.02% 224

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Centricity Wealth Management's MDYG Position: Q2 2025 in Review

Centricity Wealth Management held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2025 at 300 shares worth $26.1K. The position accounts for 0.02% of the portfolio, ranked #231.

Centricity Wealth Management first reported a position in MDYG in Q4 2024 and has held it in 3 quarters since. The position peaked at $26.1K in Q4 2024. 393 funds tracked by Wall St. Rank hold MDYG as of Q2 2025.

  • Centricity Wealth Management held 300 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $26.1K as of Q2 2025.
  • Centricity Wealth Management left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q2 2025.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #231 holding.
  • Centricity Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $26.1K in Q4 2024.
  • 393 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.