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

Diversify Wealth Management’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 		$233K Buy
+2,281
New +$224K ﹤0.01% 1044
2024
Q3 		– Sell
-2,666
Closed -$216K – 486
2024
Q2 		$216K Buy
+2,666
New +$225K 0.03% 403

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

Diversify Wealth Management's MDYG Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2026: 2,281 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #1044 among its holdings. This is a return to the name: Diversify Wealth Management previously reported a position in MDYG as recently as Q2 2024.

Diversify Wealth Management first reported a position in MDYG in Q2 2024 and has held it in 2 quarters since. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Diversify Wealth Management held 2,281 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $233K as of Q1 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF was a new Diversify Wealth Management position in Q1 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1044 holding.
  • Diversify Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2024 and has held it in 2 quarters since.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.