Cerity Partners
MDYG icon

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

Cerity Partners’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 		– Sell
-3,758
Closed -$347K – 3336
2025
Q4 		$347K Sell
3,758
-2,563
-41% -$236K ﹤0.01% 2314
2025
Q3 		$579K Sell
6,321
-72
-1% -$6.47K ﹤0.01% 1880
2025
Q2 		$555K Sell
6,393
-1,492
-19% -$122K ﹤0.01% 1804
2025
Q1 		$627K Sell
7,885
-3,405
-30% -$293K ﹤0.01% 1646
2024
Q4 		$984K Sell
11,290
-6
-0.1% -$540 ﹤0.01% 1416
2024
Q3 		$991K Buy
11,296
+2,834
+33% +$242K ﹤0.01% 1398
2024
Q2 		$711K Buy
8,462
+32
+0.4% +$2.7K ﹤0.01% 1377
2024
Q1 		$700K Buy
8,430
+593
+8% +$47.3K ﹤0.01% 1443
2023
Q4 		$593K Buy
7,837
+397
+5% +$27.8K ﹤0.01% 1200
2023
Q3 		$514K Sell
7,440
-608
-8% -$43.8K ﹤0.01% 972
2023
Q2 		$577K Sell
8,048
-447
-5% -$30.5K ﹤0.01% 1125
2023
Q1 		$581K Buy
+8,495
New +$580K ﹤0.01% 1225
2020
Q4 		– Sell
-13,658
Closed -$784K – 651
2020
Q3 		$784K Sell
13,658
-14,625
-52% -$834K 0.03% 268
2020
Q2 		$1.52M Sell
28,283
-13,080
-32% -$652K 0.08% 156
2020
Q1 		$1.77M Sell
41,363
-4,067
-9% -$215K 0.11% 138
2019
Q4 		$2.59M Buy
45,430
+2,796
+7% +$154K 0.13% 136
2019
Q3 		$2.29M Buy
42,634
+15,041
+55% +$811K 0.13% 148
2019
Q2 		$1.5M Buy
+27,593
New +$1.47M 0.09% 187

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cerity Partners's MDYG Position: Q1 2026 in Review

Cerity Partners sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2026, closing a stake of 3,758 shares — an estimated $347K sold.

Cerity Partners first reported a position in MDYG in Q2 2019 and held it in 18 quarters. The position peaked at $2.59M in Q4 2019. 397 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Cerity Partners reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 3,758 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $347K.
  • Cerity Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2019 and held it in 18 quarters.
  • Cerity Partners's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.59M in Q4 2019.
  • 397 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.