Corient Private Wealth
MDYG icon

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

Corient Private Wealth’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 		$3.2M Sell
33,310
-285,808
-90% -$28M ﹤0.01% 1023
2025
Q4 		$29.7M Buy
319,118
+179,347
+128% +$16.5M 0.02% 469
2025
Q3 		$12.8M Sell
139,771
-8,555
-6% -$769K 0.02% 476
2025
Q2 		$12.9M Buy
148,326
+3,279
+2% +$268K 0.02% 464
2025
Q1 		$11.5M Sell
145,047
-14,573
-9% -$1.25M 0.02% 492
2024
Q4 		$13.5M Sell
159,620
-45,259
-22% -$4.07M 0.02% 449
2024
Q3 		$18M Sell
204,879
-19,845
-9% -$1.69M 0.03% 438
2024
Q2 		$18.8M Sell
224,724
-15,653
-7% -$1.32M 0.03% 395
2024
Q1 		$21M Sell
240,377
-7,005
-3% -$558K 0.04% 380
2023
Q4 		$18.7M Buy
247,382
+22,318
+10% +$1.57M 0.03% 397
2023
Q3 		$15.6M Sell
225,064
-93,180
-29% -$6.71M 0.04% 403
2023
Q2 		$22.8M Sell
318,244
-550
-0.2% -$37.6K 0.05% 310
2023
Q1 		$21.8M Buy
318,794
+28,014
+10% +$1.91M 0.06% 286
2022
Q4 		$19M Buy
+290,780
New +$19.1M 0.07% 274

Other funds holding MDYG

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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

Corient Private Wealth's MDYG Position: Q1 2026 in Review

Corient Private Wealth reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 90% in Q1 2026, selling an estimated $28M and leaving 33,310 shares worth $3.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Corient Private Wealth first reported a position in MDYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $29.7M in Q4 2025. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Corient Private Wealth held 33,310 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $3.2M as of Q1 2026.
  • Corient Private Wealth sold 285,808 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $28M.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1023 holding.
  • Corient Private Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $29.7M in Q4 2025.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.