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

Cyndeo Wealth Partners’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	$919K	Sell	8,198 -192	-2%	-$20.3K	0.04%	268
2026 Q1	$805K	Buy	8,390 +111	+1%	+$10.9K	0.04%	254
2025 Q4	$765K	Sell	8,279 -279	-3%	-$25.6K	0.04%	271
2025 Q3	$784K	Buy	8,558 +407	+5%	+$36.6K	0.04%	262
2025 Q2	$708K	Sell	8,151 -369	-4%	-$30.2K	0.04%	265
2025 Q1	$677K	Buy	+8,520	New	+$733K	0.04%	258

Other funds holding MDYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cyndeo Wealth Partners's MDYG Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 2.3% in Q2 2026, selling an estimated $20.3K and leaving 8,198 shares worth $919K. The position accounts for 0.04% of the portfolio, ranked #268.

Cyndeo Wealth Partners first reported a position in MDYG in Q1 2025 and has held it in 6 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Cyndeo Wealth Partners held 8,198 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $919K as of Q2 2026.
Cyndeo Wealth Partners sold 192 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $20.3K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.04% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #268 holding.
Cyndeo Wealth Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2025 and has held it in 6 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 Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.