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

FAS 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	$48.7M	Buy	507,678 +10,447	+2%	+$1.02M	3.03%	7
2025 Q4	$46M	Buy	497,231 +8,284	+2%	+$761K	2.97%	7
2025 Q3	$44.8M	Buy	488,947 +9,183	+2%	+$826K	3.03%	7
2025 Q2	$41.7M	Buy	479,764 +18,883	+4%	+$1.54M	3.08%	7
2025 Q1	$36.6M	Buy	460,881 +5,540	+1%	+$477K	2.99%	7
2024 Q4	$39.6M	Sell	455,341 -6,527	-1%	-$587K	3.32%	6
2024 Q3	$40.5M	Buy	461,868 +22,381	+5%	+$1.91M	3.22%	7
2024 Q2	$36.9M	Buy	439,487 +16,010	+4%	+$1.35M	3.19%	6
2024 Q1	$37M	Buy	423,477 +12,533	+3%	+$999K	3.28%	6
2023 Q4	$31.1M	Sell	410,944 -4,887	-1%	-$343K	2.95%	6
2023 Q3	$28.8M	Buy	415,831 +15,646	+4%	+$1.13M	3.07%	7
2023 Q2	$28.7M	Buy	400,185 +14,356	+4%	+$981K	3.63%	6
2023 Q1	$26.4M	Sell	385,829 -43,172	-10%	-$2.95M	2.86%	7
2022 Q4	$28M	Sell	429,001 -161,782	-27%	-$10.6M	3.18%	7
2022 Q3	$35.7M	Buy	590,783 +78,670	+15%	+$5.19M	3.96%	6
2022 Q2	$31.2M	Sell	512,113 -44,427	-8%	-$2.99M	3.29%	8
2022 Q1	$41.3M	Buy	556,540 +55,690	+11%	+$4.12M	3.89%	7
2021 Q4	$40.8M	Sell	500,850 -13,177	-3%	-$1.06M	3.75%	8
2021 Q3	$38.9M	Buy	514,027 +6,328	+1%	+$492K	3.64%	8
2021 Q2	$39.4M	Buy	507,699 +35,082	+7%	+$2.7M	3.69%	8
2021 Q1	$35.5M	Buy	472,617 +8,202	+2%	+$606K	3.7%	8
2020 Q4	$32.2M	Sell	464,415 -32,501	-7%	-$2.08M	3.66%	8
2020 Q3	$28.5M	Sell	496,916 -9,103	-2%	-$519K	3.9%	6
2020 Q2	$27.2M	Sell	506,019 -2,496	-0.5%	-$124K	4.01%	6
2020 Q1	$21.8M	Sell	508,515 -24,667	-5%	-$1.3M	3.81%	6
2019 Q4	$30.4M	Buy	533,182 +4,235	+0.8%	+$233K	5.12%	5
2019 Q3	$28.4M	Buy	528,947 +10,246	+2%	+$553K	5.15%	6
2019 Q2	$28.2M	Buy	518,701 +5,693	+1%	+$303K	5.24%	6
2019 Q1	$27M	Buy	513,008 +20,637	+4%	+$1.05M	5.26%	5
2018 Q4	$22.6M	Sell	492,371 -11,198	-2%	-$563K	5.17%	5
2018 Q3	$28.2M	Buy	503,569 +19,669	+4%	+$1.1M	6.41%	3
2018 Q2	$26.1M	Buy	483,900 +16,515	+4%	+$887K	7.02%	3
2018 Q1	$24.5M	Sell	467,385 -23,715	-5%	-$1.26M	7.07%	3
2017 Q4	$25.5M	Buy	491,100 +5,523	+1%	+$282K	6.69%	3
2017 Q3	$23.9M	Buy	485,577 +6,714	+1%	+$322K	6.66%	4
2017 Q2	$22.9M	Buy	478,863 +10,170	+2%	+$481K	6.81%	3
2017 Q1	$21.7M	Buy	468,693 +22,293	+5%	+$1.02M	6.71%	4
2016 Q4	$19.8M	Buy	446,400 +214,905	+93%	+$9.2M	5.87%	5
2016 Q3	$9.84M	Buy	231,495 +121,899	+111%	+$5.2M	3.22%	7
2016 Q2	$4.5M	Buy	109,596 +98,826	+918%	+$3.98M	1.66%	7
2016 Q1	$426K	Sell	10,770 -6,027	-36%	-$224K	0.22%	56
2015 Q4	$659K	Buy	+16,797	New	+$676K	0.33%	42

Other funds holding MDYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

FAS Wealth Partners's MDYG Position: Q1 2026 in Review

FAS Wealth Partners increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 2.1% in Q1 2026, buying an estimated $1.02M and bringing the position to 507,678 shares worth $48.7M. The position accounts for 3.03% of the portfolio, ranked #7.

FAS Wealth Partners first reported a position in MDYG in Q4 2015 and has held it in 42 quarters since. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

FAS Wealth Partners held 507,678 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $48.7M as of Q1 2026.
FAS Wealth Partners bought 10,447 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $1.02M.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 3.03% of FAS Wealth Partners's portfolio in Q1 2026, its #7 holding.
FAS Wealth Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2015 and has held it in 42 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 FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.