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 Q2	$61.4K	Buy	+548	New	+$58.1K	0.01%	338
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 $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

Concord Wealth Partners's MDYG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2026: 548 shares worth $61.4K. The stake represents 0.01% of the portfolio and ranks #338 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MDYG as recently as Q4 2025.

Concord Wealth Partners first reported a position in MDYG in Q1 2022 and has held it in 16 quarters since. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Concord Wealth Partners held 548 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $61.4K as of Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF was a new Concord Wealth Partners position in Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #338 holding.
Concord Wealth Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2022 and has held it in 16 quarters since.
421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.