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

Choreo LLC’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	$412K	Hold	4,290	–	–	0.01%	1049
2025 Q4	$401K	Hold	4,290	–	–	0.01%	1034
2025 Q3	$393K	Hold	4,290	–	–	0.01%	1058
2025 Q2	$373K	Buy	4,290 +153	+4%	+$12.5K	0.01%	1056
2025 Q1	$329K	Buy	4,137 +225	+6%	+$19.4K	0.01%	1039
2024 Q4	$340K	Hold	3,912	–	–	﹤0.01%	1115
2024 Q3	$341K	Hold	3,912	–	–	0.01%	1124
2024 Q2	$325K	Hold	3,912	–	–	0.01%	1058
2024 Q1	$341K	Hold	3,912	–	–	0.01%	494
2023 Q4	$296K	Sell	3,912 -2,619	-40%	-$184K	0.01%	495
2023 Q3	$452K	Buy	6,531 +81	+1%	+$5.83K	0.02%	305
2023 Q2	$462K	Hold	6,450	–	–	0.02%	303
2023 Q1	$441K	Buy	+6,450	New	+$440K	0.02%	319

Other funds holding MDYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Choreo LLC's MDYG Position: Q1 2026 in Review

Choreo LLC held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q1 2026 at 4,290 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #1049.

Choreo LLC first reported a position in MDYG in Q1 2023 and has held it in 13 quarters since. The position peaked at $462K in Q2 2023. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

Choreo LLC held 4,290 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $412K as of Q1 2026.
Choreo LLC 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 Choreo LLC's portfolio in Q1 2026, its #1049 holding.
Choreo LLC first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
Choreo LLC's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $462K in Q2 2023.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.