CIBC Private Wealth Group
MDYG icon

CIBC Private Wealth Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

CIBC Private Wealth Group’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
Q4 		$155K Buy
1,676
+266
+19% +$24.4K ﹤0.01% 1320
2025
Q3 		$129K Sell
1,410
-385
-21% -$34.6K ﹤0.01% 1374
2025
Q2 		$156K Hold
1,795
– – ﹤0.01% 1219
2025
Q1 		$126K Hold
1,795
– – ﹤0.01% 1262
2024
Q4 		$158K Hold
1,795
– – ﹤0.01% 1247
2024
Q3 		$157K Hold
1,795
– – ﹤0.01% 1296
2024
Q2 		$150K Sell
1,795
-170
-9% -$14.4K ﹤0.01% 1227
2024
Q1 		$171K Buy
+1,965
New +$157K ﹤0.01% 1193
2022
Q2 		– Sell
-3,029
Closed -$225K – 1256
2022
Q1 		$225K Hold
3,029
– – ﹤0.01% 930
2021
Q4 		$247K Buy
3,029
+189
+7% +$15.2K ﹤0.01% 929
2021
Q3 		$215K Hold
2,840
– – ﹤0.01% 884
2021
Q2 		$220K Sell
2,840
-1
-0% -$77 ﹤0.01% 979
2021
Q1 		$213K Buy
+2,841
New +$210K ﹤0.01% 982
2020
Q1 		– Sell
-4,529
Closed -$259K – 897
2019
Q4 		$259K Hold
4,529
– – ﹤0.01% 827
2019
Q3 		$243K Hold
4,529
– – ﹤0.01% 824
2019
Q2 		$246K Sell
4,529
-645
-12% -$34.3K ﹤0.01% 854
2019
Q1 		$272K Sell
5,174
-495
-9% -$25.1K ﹤0.01% 838
2018
Q4 		$260K Sell
5,669
-38
-0.7% -$1.91K ﹤0.01% 792
2018
Q3 		$319K Sell
5,707
-1,367
-19% -$76.2K ﹤0.01% 851
2018
Q2 		$382K Buy
7,074
+210
+3% +$11.3K ﹤0.01% 819
2018
Q1 		$360K Sell
6,864
-1,125
-14% -$59.7K ﹤0.01% 833
2017
Q4 		$414K Buy
7,989
+246
+3% +$12.6K ﹤0.01% 821
2017
Q3 		$381K Buy
+7,743
New +$371K ﹤0.01% 813

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CIBC Private Wealth Group's MDYG Position: Q4 2025 in Review

CIBC Private Wealth Group increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 19% in Q4 2025, buying an estimated $24.4K and bringing the position to 1,676 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

CIBC Private Wealth Group first reported a position in MDYG in Q3 2017 and has held it in 23 quarters since. The position peaked at $414K in Q4 2017. 385 funds tracked by Wall St. Rank hold MDYG as of Q4 2025.

  • CIBC Private Wealth Group held 1,676 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $155K as of Q4 2025.
  • CIBC Private Wealth Group bought 266 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2025, an estimated $24.4K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1320 holding.
  • CIBC Private Wealth Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2017 and has held it in 23 quarters since.
  • CIBC Private Wealth Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $414K in Q4 2017.
  • 385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.