EFS
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Essex Financial Services’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Essex Financial Services’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 		$729K Buy
7,597
+1
+0% +$98 0.04% 355
2025
Q4 		$702K Buy
7,596
+2
+0% +$184 0.04% 365
2025
Q3 		$695K Buy
7,594
+2
+0% +$180 0.04% 346
2025
Q2 		$660K Buy
7,592
+2
+0% +$163 0.04% 351
2025
Q1 		$603K Buy
7,590
+1
+0% +$86 0.04% 337
2024
Q4 		$659K Buy
7,589
+2
+0% +$180 0.05% 322
2024
Q3 		$668K Buy
7,587
+2
+0% +$171 0.05% 320
2024
Q2 		$630K Sell
7,585
-398
-5% -$33.6K 0.05% 324
2024
Q1 		$697K Sell
7,983
-122
-2% -$9.72K 0.06% 261
2023
Q4 		$613K Sell
8,105
-762
-9% -$53.5K 0.06% 265
2023
Q3 		$613K Hold
8,867
– – 0.07% 248
2023
Q2 		$635K Hold
8,867
– – 0.07% 245
2023
Q1 		$607K Buy
8,867
+1
+0% +$68 0.06% 257
2022
Q4 		$579K Buy
8,866
+51
+0.6% +$3.35K 0.06% 253
2022
Q3 		$532K Sell
8,815
-25
-0.3% -$1.65K 0.06% 243
2022
Q2 		$539K Hold
8,840
– – 0.06% 261
2022
Q1 		$656K Buy
8,840
+1,595
+22% +$118K 0.06% 245
2021
Q4 		$591K Hold
7,245
– – 0.06% 258
2021
Q3 		$548K Buy
7,245
+1,272
+21% +$98.9K 0.06% 255
2021
Q2 		$449K Hold
5,973
– – 0.07% 250
2021
Q1 		$449K Buy
5,973
+2,371
+66% +$175K 0.08% 205
2020
Q4 		$250K Buy
+3,602
New +$231K 0.05% 273

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 $1.92B AUM 26.86% 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 $21.8B AUM 28.57% 1-Year Est. Return

Essex Financial Services's MDYG Position: Q1 2026 in Review

Essex Financial Services increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.01% in Q1 2026, buying an estimated $98 and bringing the position to 7,597 shares worth $729K. The position accounts for 0.04% of the portfolio, ranked #355.

Essex Financial Services first reported a position in MDYG in Q4 2020 and has held it in 22 quarters since. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Essex Financial Services held 7,597 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $729K as of Q1 2026.
  • Essex Financial Services bought 1 State Street SPDR S&P 400 Mid Cap Growth ETF share in Q1 2026, an estimated $98.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.04% of Essex Financial Services's portfolio in Q1 2026, its #355 holding.
  • Essex Financial Services first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and has held it in 22 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 Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.