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

CreativeOne 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
Q2 		$436K Sell
3,891
-45
-1% -$4.77K 0.01% 846
2026
Q1 		$378K Buy
3,936
+107
+3% +$10.5K 0.01% 896
2025
Q4 		$354K Buy
3,829
+125
+3% +$11.5K 0.01% 894
2025
Q3 		$339K Buy
+3,704
New +$333K 0.01% 904
2024
Q2 		– Sell
-2,912
Closed -$254K – 864
2024
Q1 		$254K Buy
+2,912
New +$232K 0.01% 768

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CF
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

CreativeOne Wealth's MDYG Position: Q2 2026 in Review

CreativeOne Wealth reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 1.1% in Q2 2026, selling an estimated $4.77K and leaving 3,891 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #846.

CreativeOne Wealth first reported a position in MDYG in Q1 2024 and has held it in 5 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • CreativeOne Wealth held 3,891 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $436K as of Q2 2026.
  • CreativeOne Wealth sold 45 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $4.77K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #846 holding.
  • CreativeOne Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2024 and has held it in 5 quarters since.
  • 420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.