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Financial Advocates Investment Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-55,022
Closed -$4.78M – 374
2025
Q2 		$4.78M Sell
55,022
-11,765
-18% -$962K 0.39% 51
2025
Q1 		$5.31M Buy
66,787
+59,871
+866% +$5.15M 0.37% 52
2024
Q4 		$601K Buy
6,916
+58
+0.8% +$5.22K 0.03% 402
2024
Q3 		$602K Hold
6,858
– – 0.03% 407
2024
Q2 		$577K Buy
6,858
+40
+0.6% +$3.38K 0.04% 402
2024
Q1 		$595K Buy
6,818
+76
+1% +$6.06K 0.03% 424
2023
Q4 		$510K Sell
6,742
-1,625
-19% -$114K 0.03% 424
2023
Q3 		$542K Buy
8,367
+2,099
+33% +$151K 0.04% 392
2023
Q2 		$449K Buy
6,268
+425
+7% +$29K 0.03% 428
2023
Q1 		$400K Buy
5,843
+246
+4% +$16.8K 0.03% 478
2022
Q4 		$366K Buy
+5,597
New +$368K 0.03% 512
2022
Q2 		– Sell
-4,969
Closed -$369K – 747
2022
Q1 		$369K Buy
4,969
+1,709
+52% +$126K 0.02% 519
2021
Q4 		$266K Buy
3,260
+250
+8% +$20K 0.02% 659
2021
Q3 		$228K Buy
+3,010
New +$234K 0.02% 673
2021
Q2 		– Sell
-3,000
Closed -$225K – 800
2021
Q1 		$225K Buy
3,000
+2
+0.1% +$148 0.02% 687
2020
Q4 		$208K Buy
+2,998
New +$192K 0.01% 676
2019
Q1 		– Sell
-5,201
Closed -$238K – 466
2018
Q4 		$238K Sell
5,201
-2,987
-36% -$150K 0.03% 381
2018
Q3 		$458K Buy
8,188
+1
+0% +$56 0.05% 299
2018
Q2 		$443K Sell
8,187
-336
-4% -$18K 0.05% 282
2018
Q1 		$447K Buy
8,523
+69
+0.8% +$3.66K 0.06% 276
2017
Q4 		$438K Buy
+8,454
New +$432K 0.06% 275

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 $49.2B AUM 14.31% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Advocates Investment Management's MDYG Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2025, closing a stake of 55,022 shares — an estimated $4.78M sold.

Financial Advocates Investment Management first reported a position in MDYG in Q4 2017 and held it in 21 quarters. The position peaked at $5.31M in Q1 2025. 386 funds tracked by Wall St. Rank hold MDYG as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 55,022 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2025, an estimated $4.78M.
  • Financial Advocates Investment Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and held it in 21 quarters.
  • Financial Advocates Investment Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $5.31M in Q1 2025.
  • 386 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.