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Confluence Investment Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Confluence Investment 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
Q2 		– Sell
-13,458
Closed -$1.29M – 301
2026
Q1 		$1.29M Sell
13,458
-117,560
-90% -$11.5M 0.02% 195
2025
Q4 		$12.1M Sell
131,018
-108,869
-45% -$10M 0.18% 96
2025
Q3 		$22M Buy
239,887
+32,219
+16% +$2.9M 0.31% 76
2025
Q2 		$18M Sell
207,668
-234,399
-53% -$19.2M 0.25% 89
2025
Q1 		$35.1M Sell
442,067
-106,654
-19% -$9.17M 0.51% 58
2024
Q4 		$47.7M Buy
548,721
+60,545
+12% +$5.45M 0.66% 56
2024
Q3 		$42.8M Buy
488,176
+304,355
+166% +$26M 0.57% 58
2024
Q2 		$15.5M Sell
183,821
-242,178
-57% -$20.5M 0.22% 98
2024
Q1 		$37.2M Sell
425,999
-5,404
-1% -$431K 0.5% 62
2023
Q4 		$32.6M Sell
431,403
-80,196
-16% -$5.63M 0.46% 59
2023
Q3 		$35.4M Buy
511,599
+6,308
+1% +$454K 0.55% 57
2023
Q2 		$36.2M Buy
505,291
+154,016
+44% +$10.5M 0.53% 58
2023
Q1 		$24M Buy
351,275
+42,227
+14% +$2.88M 0.35% 65
2022
Q4 		$20.2M Buy
309,048
+238,426
+338% +$15.7M 0.3% 75
2022
Q3 		$4.26M Buy
70,622
+5,119
+8% +$338K 0.07% 149
2022
Q2 		$3.99M Sell
65,503
-53,946
-45% -$3.63M 0.06% 160
2022
Q1 		$8.86M Buy
119,449
+22,554
+23% +$1.67M 0.12% 117
2021
Q4 		$7.9M Buy
96,895
+31,267
+48% +$2.51M 0.1% 121
2021
Q3 		$4.96M Buy
65,628
+23,073
+54% +$1.79M 0.07% 154
2021
Q2 		$3.3M Sell
42,555
-23,769
-36% -$1.83M 0.04% 172
2021
Q1 		$4.98M Sell
66,324
-112,916
-63% -$8.34M 0.07% 149
2020
Q4 		$12.4M Sell
179,240
-132,690
-43% -$8.49M 0.18% 106
2020
Q3 		$17.9M Sell
311,930
-33,512
-10% -$1.91M 0.29% 88
2020
Q2 		$18.6M Sell
345,442
-1,648
-0.5% -$82.1K 0.31% 82
2020
Q1 		$14.9M Buy
+347,090
New +$18.3M 0.28% 89

Other funds holding MDYG

FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

Confluence Investment Management's MDYG Position: Q2 2026 in Review

Confluence Investment Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2026, closing a stake of 13,458 shares — an estimated $1.29M sold.

Confluence Investment Management first reported a position in MDYG in Q1 2020 and held it in 25 quarters. The position peaked at $47.7M in Q4 2024. 188 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Confluence Investment Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Confluence Investment Management sold 13,458 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $1.29M.
  • Confluence Investment Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2020 and held it in 25 quarters.
  • Confluence Investment Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $47.7M in Q4 2024.
  • 188 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.