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

Cooper Financial Group’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
-8,275
Closed -$719K – 395
2024
Q4 		$719K Buy
8,275
+490
+6% +$44.1K 0.09% 187
2024
Q3 		$683K Sell
7,785
-24,697
-76% -$2.11M 0.09% 198
2024
Q2 		$2.73M Buy
32,482
+6,559
+25% +$554K 0.4% 43
2024
Q1 		$2.26M Buy
25,923
+315
+1% +$25.1K 0.37% 49
2023
Q4 		$1.94M Buy
25,608
+2,555
+11% +$179K 0.35% 55
2023
Q3 		$1.59M Sell
23,053
-190
-0.8% -$13.7K 0.38% 58
2023
Q2 		$1.67M Sell
23,243
-382
-2% -$26.1K 0.41% 54
2023
Q1 		$1.62M Buy
23,625
+331
+1% +$22.6K 0.44% 51
2022
Q4 		$1.52M Buy
23,294
+486
+2% +$32K 0.46% 51
2022
Q3 		$1.38M Buy
22,808
+754
+3% +$49.8K 0.5% 51
2022
Q2 		$1.34M Buy
22,054
+1,361
+7% +$91.5K 0.49% 55
2022
Q1 		$1.54M Sell
20,693
-2,610
-11% -$193K 0.58% 40
2021
Q4 		$1.9M Buy
23,303
+2,566
+12% +$206K 0.72% 31
2021
Q3 		$1.57M Buy
20,737
+2,106
+11% +$164K 0.33% 53
2021
Q2 		$1.44M Buy
18,631
+2,740
+17% +$211K 0.29% 55
2021
Q1 		$1.19M Sell
15,891
-3,751
-19% -$277K 0.27% 54
2020
Q4 		$1.36M Buy
19,642
+651
+3% +$41.7K 0.28% 62
2020
Q3 		$1.09M Buy
18,991
+7,813
+70% +$446K 0.31% 49
2020
Q2 		$601K Buy
11,178
+3,097
+38% +$154K 0.19% 71
2020
Q1 		$346K Buy
8,081
+3,174
+65% +$167K 0.14% 96
2019
Q4 		$280K Buy
+4,907
New +$270K 0.11% 113

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 $10.1B AUM 14.03% 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 $1.61B AUM 19.97% 1-Year Est. Return

Cooper Financial Group's MDYG Position: Q1 2025 in Review

Cooper Financial Group sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2025, closing a stake of 8,275 shares — an estimated $719K sold.

Cooper Financial Group first reported a position in MDYG in Q4 2019 and held it in 21 quarters. The position peaked at $2.73M in Q2 2024. 379 funds tracked by Wall St. Rank hold MDYG as of Q1 2025.

  • Cooper Financial Group reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Cooper Financial Group sold 8,275 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2025, an estimated $719K.
  • Cooper Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2019 and held it in 21 quarters.
  • Cooper Financial Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.73M in Q2 2024.
  • 379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2025.

Based on Cooper Financial Group's 13F filing for Q1 2025, filed 12 May 2025.