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MDYG icon

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
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

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AWM
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NP
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Morgan Stanley
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CF
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FWP
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Raymond James Financial
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Envestnet Asset Management
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PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return