Clear Creek Financial Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Clear Creek Financial 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	$372K	Buy	3,873 +336	+9%	+$32.9K	0.03%	451
2025 Q4	$327K	Sell	3,537 -126	-3%	-$11.6K	0.03%	473
2025 Q3	$335K	Buy	3,663 +245	+7%	+$22K	0.03%	453
2025 Q2	$297K	Sell	3,418 -1,491	-30%	-$122K	0.03%	443
2025 Q1	$390K	Sell	4,909 -181	-4%	-$15.6K	0.04%	347
2024 Q4	$442K	Sell	5,090 -13	-0.3%	-$1.17K	0.05%	315
2024 Q3	$448K	Sell	5,103 -663	-11%	-$56.6K	0.05%	287
2024 Q2	$485K	Sell	5,766 -49	-0.8%	-$4.14K	0.06%	261
2024 Q1	$508K	Buy	5,815 +7	+0.1%	+$558	0.07%	243
2023 Q4	$439K	Sell	5,808 -50	-0.9%	-$3.51K	0.07%	212
2023 Q3	$405K	Sell	5,858 -439	-7%	-$31.6K	0.07%	195
2023 Q2	$451K	Sell	6,297 -320	-5%	-$21.9K	0.08%	192
2023 Q1	$453K	Sell	6,617 -512	-7%	-$35K	0.09%	172
2022 Q4	$466K	Buy	7,129 +2	+0%	+$132	0.1%	158
2022 Q3	$430K	Sell	7,127 -99	-1%	-$6.54K	0.09%	155
2022 Q2	$441K	Hold	7,226	–	–	0.09%	166
2022 Q1	$536K	Buy	7,226 +21	+0.3%	+$1.55K	0.08%	179
2021 Q4	$587K	Sell	7,205 -27	-0.4%	-$2.16K	0.09%	170
2021 Q3	$547K	Sell	7,232 -30	-0.4%	-$2.33K	0.09%	180
2021 Q2	$563K	Buy	+7,262	New	+$559K	0.09%	172
2021 Q1	–	Sell	-8,682	Closed	-$601K	–	177
2020 Q4	$601K	Buy	+8,682	New	+$556K	0.12%	166
2020 Q3	–	Sell	-11,093	Closed	-$596K	–	187
2020 Q2	$596K	Sell	11,093 -3,111	-22%	-$155K	0.15%	102
2020 Q1	$654K	Buy	+14,204	New	+$749K	0.25%	59

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

Clear Creek Financial Management's MDYG Position: Q1 2026 in Review

Clear Creek Financial Management increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 9.5% in Q1 2026, buying an estimated $32.9K and bringing the position to 3,873 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #451.

Clear Creek Financial Management first reported a position in MDYG in Q1 2020 and has held it in 23 quarters since. The position peaked at $654K in Q1 2020. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

Clear Creek Financial Management held 3,873 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $372K as of Q1 2026.
Clear Creek Financial Management bought 336 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $32.9K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.03% of Clear Creek Financial Management's portfolio in Q1 2026, its #451 holding.
Clear Creek Financial Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2020 and has held it in 23 quarters since.
Clear Creek Financial Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $654K in Q1 2020.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.