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

Flagship Private Wealth’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 		$654K Buy
6,810
+15
+0.2% +$1.47K 0.27% 59
2025
Q4 		$628K Buy
6,795
+882
+15% +$81.1K 0.25% 61
2025
Q3 		$541K Buy
5,913
+330
+6% +$29.7K 0.22% 61
2025
Q2 		$485K Buy
5,583
+71
+1% +$5.8K 0.21% 61
2025
Q1 		$438K Buy
5,512
+693
+14% +$59.6K 0.21% 63
2024
Q4 		$419K Buy
4,819
+1,668
+53% +$150K 0.2% 68
2024
Q3 		$276K Buy
+3,151
New +$269K 0.14% 82
2021
Q3 		– Sell
-1,334
Closed -$104K – 204
2021
Q2 		$104K Buy
1,334
+203
+18% +$15.6K 0.08% 98
2021
Q1 		$86.8K Buy
1,131
+717
+173% +$53K 0.07% 96
2020
Q4 		$29.4K Buy
+414
New +$26.5K 0.03% 145

Other funds holding MDYG

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AWM
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NP
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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