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

Cherry Tree 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
2026 Q1	$11.2K	Hold	117	–	–	﹤0.01%	411
2025 Q4	$10.8K	Hold	117	–	–	﹤0.01%	419
2025 Q3	$10.7K	Hold	117	–	–	﹤0.01%	400
2025 Q2	$10.2K	Hold	117	–	–	﹤0.01%	411
2025 Q1	$9.3K	Hold	117	–	–	﹤0.01%	436
2024 Q4	$10.2K	Hold	117	–	–	﹤0.01%	413
2024 Q3	$10.3K	Hold	117	–	–	﹤0.01%	412
2024 Q2	$9.84K	Hold	117	–	–	﹤0.01%	397
2024 Q1	$10.2K	Hold	117	–	–	﹤0.01%	374
2023 Q4	$8.85K	Hold	117	–	–	﹤0.01%	364
2023 Q3	$8.09K	Hold	117	–	–	﹤0.01%	360
2023 Q2	$8.38K	Buy	+117	New	+$7.99K	﹤0.01%	351

Other funds holding MDYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cherry Tree Wealth Management's MDYG Position: Q1 2026 in Review

Cherry Tree Wealth Management held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q1 2026 at 117 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Cherry Tree Wealth Management first reported a position in MDYG in Q2 2023 and has held it in 12 quarters since. 398 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

Cherry Tree Wealth Management held 117 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $11.2K as of Q1 2026.
Cherry Tree Wealth Management left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q1 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #411 holding.
Cherry Tree Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
398 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.