Concord Wealth Partners’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Concord Wealth Partners’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	-548	Closed	-$50.7K	–	560
2025 Q4	$50.7K	Hold	548	–	–	0.01%	324
2025 Q3	$50.2K	Hold	548	–	–	0.01%	334
2025 Q2	$47.6K	Hold	548	–	–	0.01%	346
2025 Q1	$43.5K	Sell	548 -25	-4%	-$2.15K	0.01%	336
2024 Q4	$49.8K	Sell	573 -70	-11%	-$6.3K	0.01%	330
2024 Q3	$56.4K	Buy	643 +116	+22%	+$9.9K	0.01%	320
2024 Q2	$44.3K	Hold	527	–	–	0.01%	324
2024 Q1	$46K	Hold	527	–	–	0.01%	362
2023 Q4	$39.9K	Sell	527 -63	-11%	-$4.42K	0.01%	384
2023 Q3	$40.8K	Hold	590	–	–	0.01%	407
2023 Q2	$42.3K	Sell	590 -215	-27%	-$14.7K	0.01%	389
2023 Q1	$55.1K	Hold	805	–	–	0.02%	330
2022 Q4	$52.6K	Buy	+805	New	+$53K	0.02%	370
2022 Q3	–	Sell	-805	Closed	-$49K	–	726
2022 Q2	$49K	Buy	805 +470	+140%	+$31.6K	0.01%	384
2022 Q1	$25K	Buy	+335	New	+$24.8K	0.01%	586

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

Concord Wealth Partners's MDYG Position: Q1 2026 in Review

Concord Wealth Partners sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2026, closing a stake of 548 shares — an estimated $50.7K sold.

Concord Wealth Partners first reported a position in MDYG in Q1 2022 and held it in 15 quarters. The position peaked at $56.4K in Q3 2024. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

Concord Wealth Partners reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 548 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $50.7K.
Concord Wealth Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2022 and held it in 15 quarters.
Concord Wealth Partners's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $56.4K in Q3 2024.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.