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Embree Financial Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Embree Financial Group’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
2025
Q4 		– Sell
-2,257
Closed -$207K – 258
2025
Q3 		$207K Sell
2,257
-145
-6% -$13K 0.03% 216
2025
Q2 		$209K Sell
2,402
-299
-11% -$24.4K 0.03% 210
2025
Q1 		$215K Hold
2,701
– – 0.04% 194
2024
Q4 		$235K Sell
2,701
-85
-3% -$7.65K 0.04% 177
2024
Q3 		$244K Hold
2,786
– – 0.04% 170
2024
Q2 		$234K Sell
2,786
-110
-4% -$9.29K 0.05% 167
2024
Q1 		$253K Sell
2,896
-479
-14% -$38.2K 0.05% 165
2023
Q4 		$255K Buy
+3,375
New +$237K 0.05% 156

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Embree Financial Group's MDYG Position: Q4 2025 in Review

Embree Financial Group sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2025, closing a stake of 2,257 shares — an estimated $207K sold.

Embree Financial Group first reported a position in MDYG in Q4 2023 and held it in 8 quarters. The position peaked at $255K in Q4 2023. 386 funds tracked by Wall St. Rank hold MDYG as of Q4 2025.

  • Embree Financial Group reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Embree Financial Group sold 2,257 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2025, an estimated $207K.
  • Embree Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and held it in 8 quarters.
  • Embree Financial Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $255K in Q4 2023.
  • 386 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2025.

Based on Embree Financial Group's 13F filing for Q4 2025, filed 14 Jan 2026.