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Compass Financial Services’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Compass Financial Services’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
-718
Closed -$66.4K – 174
2025
Q4 		$66.4K Hold
718
– – 0.03% 87
2025
Q3 		$65.7K Hold
718
– – 0.03% 88
2025
Q2 		$62.4K Hold
718
– – 0.03% 80
2025
Q1 		$57.1K Buy
+718
New +$61.8K 0.03% 75

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

Compass Financial Services's MDYG Position: Q1 2026 in Review

Compass Financial Services sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2026, closing a stake of 718 shares — an estimated $66.4K sold.

Compass Financial Services first reported a position in MDYG in Q1 2025 and held it in 4 quarters. The position peaked at $66.4K in Q4 2025. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Compass Financial Services reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 718 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $66.4K.
  • Compass Financial Services first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2025 and held it in 4 quarters.
  • Compass Financial Services's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $66.4K in Q4 2025.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.