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Concourse Financial Group Securities’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-8,083
Closed -$745K – 1266
2024
Q4 		$745K Sell
8,083
-60
-0.7% -$5.4K 0.04% 392
2024
Q3 		$714K Hold
8,143
– – 0.04% 380
2024
Q2 		$685K Sell
8,143
-130
-2% -$11K 0.04% 376
2024
Q1 		$722K Sell
8,273
-371
-4% -$29.6K 0.05% 369
2023
Q4 		$654K Sell
8,644
-323
-4% -$22.7K 0.05% 379
2023
Q3 		$620K Sell
8,967
-264
-3% -$19K 0.05% 369
2023
Q2 		$661K Hold
9,231
– – 0.05% 373
2023
Q1 		$632K Buy
9,231
+80
+0.9% +$5.46K 0.05% 375
2022
Q4 		$598K Sell
9,151
-22
-0.2% -$1.45K 0.05% 375
2022
Q3 		$554K Buy
9,173
+53
+0.6% +$3.5K 0.05% 339
2022
Q2 		$556K Buy
9,120
+92
+1% +$6.19K 0.05% 371
2022
Q1 		$670K Sell
9,028
-123
-1% -$9.1K 0.05% 362
2021
Q4 		$746K Sell
9,151
-430
-4% -$34.5K 0.04% 399
2021
Q3 		$725K Buy
9,581
+71
+0.7% +$5.52K 0.04% 392
2021
Q2 		$737K Buy
9,510
+58
+0.6% +$4.46K 0.05% 372
2021
Q1 		$710K Sell
9,452
-827
-8% -$61.1K 0.05% 348
2020
Q4 		$713K Buy
10,279
+1,208
+13% +$77.3K 0.05% 311
2020
Q3 		$521K Sell
9,071
-1,712
-16% -$97.7K 0.05% 335
2020
Q2 		$580K Buy
10,783
+2,103
+24% +$105K 0.06% 272
2020
Q1 		$372K Buy
8,680
+154
+2% +$8.12K 0.04% 316
2019
Q4 		$487K Buy
8,526
+5,493
+181% +$302K 0.05% 294
2019
Q3 		$163K Sell
3,033
-9,380
-76% -$506K 0.04% 333
2019
Q2 		$674K Sell
12,413
-37
-0.3% -$1.97K 0.07% 216
2019
Q1 		$654K Sell
12,450
-727
-6% -$36.8K 0.07% 218
2018
Q4 		$604K Buy
13,177
+11,602
+737% +$583K 0.07% 222
2018
Q3 		$88K Buy
+1,575
New +$87.8K 0.02% 454

Other funds holding MDYG

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $1.92B AUM 26.86% 1-Year Est. Return

Concourse Financial Group Securities's MDYG Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2025, closing a stake of 8,083 shares — an estimated $745K sold.

Concourse Financial Group Securities first reported a position in MDYG in Q3 2018 and held it in 26 quarters. The position peaked at $746K in Q4 2021. 379 funds tracked by Wall St. Rank hold MDYG as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 8,083 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2025, an estimated $745K.
  • Concourse Financial Group Securities first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $746K in Q4 2021.
  • 379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.