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

Freedom 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
2026
Q1 		$550K Sell
5,734
-51
-0.9% -$5K 0.16% 49
2025
Q4 		$535K Buy
5,785
+145
+3% +$13.3K 0.16% 53
2025
Q3 		$516K Sell
5,640
-8,978
-61% -$807K 0.14% 74
2025
Q2 		$1.27M Buy
14,618
+422
+3% +$34.5K 0.1% 189
2025
Q1 		$1.13M Sell
14,196
-2,516
-15% -$216K 0.09% 200
2024
Q4 		$1.45M Sell
16,712
-128
-0.8% -$11.5K 0.12% 153
2024
Q3 		$1.48M Sell
16,840
-1,946
-10% -$166K 0.12% 158
2024
Q2 		$1.58M Sell
18,786
-3,835
-17% -$324K 0.13% 147
2024
Q1 		$1.97M Buy
22,621
+856
+4% +$68.2K 0.16% 121
2023
Q4 		$1.65M Buy
21,765
+525
+2% +$36.8K 0.13% 139
2023
Q3 		$1.47M Sell
21,240
-1,557
-7% -$112K 0.18% 125
2023
Q2 		$1.63M Buy
22,797
+280
+1% +$19.1K 0.18% 125
2023
Q1 		$1.54M Sell
22,517
-1,796
-7% -$123K 0.17% 155
2022
Q4 		$1.59M Sell
24,313
-1,385
-5% -$91.1K 0.18% 149
2022
Q3 		$1.55M Buy
25,698
+266
+1% +$17.6K 0.18% 134
2022
Q2 		$1.55M Sell
25,432
-6,635
-21% -$446K 0.17% 162
2022
Q1 		$2.38M Sell
32,067
-2,000
-6% -$148K 0.21% 112
2021
Q4 		$2.78M Buy
34,067
+3,754
+12% +$301K 0.2% 126
2021
Q3 		$2.29M Sell
30,313
-204
-0.7% -$15.9K 0.18% 149
2021
Q2 		$2.37M Sell
30,517
-1,223
-4% -$94.1K 0.18% 140
2021
Q1 		$2.38M Sell
31,740
-2,578
-8% -$190K 0.19% 130
2020
Q4 		$2.38M Buy
34,318
+2,764
+9% +$177K 0.26% 87
2020
Q3 		$1.81M Sell
31,554
-2,723
-8% -$155K 0.2% 104
2020
Q2 		$1.84M Sell
34,277
-5,962
-15% -$297K 0.2% 109
2020
Q1 		$2.31M Sell
40,239
-149
-0.4% -$7.86K 0.2% 109
2019
Q4 		$2.31M Sell
40,388
-679
-2% -$37.3K 0.2% 106
2019
Q3 		$2.21M Buy
41,067
+1,044
+3% +$56.3K 0.19% 106
2019
Q2 		$2.17M Sell
40,023
-999
-2% -$53.2K 0.18% 117
2019
Q1 		$2.16M Buy
41,022
+537
+1% +$27.2K 0.17% 129
2018
Q4 		$1.86M Sell
40,485
-4,617
-10% -$232K 0.14% 136
2018
Q3 		$2.56M Sell
45,102
-1,149
-2% -$64.1K 0.16% 112
2018
Q2 		$2.5M Sell
46,251
-5,451
-11% -$293K 0.15% 121
2018
Q1 		$2.71M Buy
51,702
+37,695
+269% +$2M 0.14% 109
2017
Q4 		$726K Sell
14,007
-1,728
-11% -$88.3K 0.04% 491
2017
Q3 		$773K Buy
15,735
+1,164
+8% +$55.8K 0.04% 434
2017
Q2 		$695K Sell
14,571
-1,134
-7% -$53.6K 0.04% 433
2017
Q1 		$728K Sell
15,705
-39
-0.2% -$1.79K 0.04% 404
2016
Q4 		$698K Sell
15,744
-420
-3% -$18K 0.04% 370
2016
Q3 		$687K Sell
16,164
-2,487
-13% -$106K 0.04% 358
2016
Q2 		$765K Buy
18,651
+3,408
+22% +$137K 0.05% 290
2016
Q1 		$602K Sell
15,243
-1,686
-10% -$62.6K 0.04% 341
2015
Q4 		$665K Sell
16,929
-16,095
-49% -$648K 0.05% 308
2015
Q3 		$108K Buy
33,024
+18,420
+126% +$758K 0.01% 655
2015
Q2 		$610K Buy
14,604
+609
+4% +$25.7K 0.06% 285
2015
Q1 		$590K Buy
13,995
+465
+3% +$19K 0.07% 264
2014
Q4 		$535K Buy
13,530
+108
+0.8% +$4.15K 0.07% 269
2014
Q3 		$505K Buy
13,422
+411
+3% +$15.8K 0.09% 237
2014
Q2 		$505K Sell
13,011
-594
-4% -$22.3K 0.08% 231
2014
Q1 		$517K Sell
13,605
-636
-4% -$23.7K 0.11% 181
2013
Q4 		$531K Sell
14,241
-330
-2% -$11.8K 0.13% 146
2013
Q3 		$503K Buy
14,571
+1,110
+8% +$37.4K 0.14% 119
2013
Q2 		$433K Buy
+13,461
New +$433K 0.15% 119

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 $21.5B AUM 26.98% 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 $424B AUM 22.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Freedom Investment Management's MDYG Position: Q1 2026 in Review

Freedom Investment Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.88% in Q1 2026, selling an estimated $5K and leaving 5,734 shares worth $550K. The position accounts for 0.16% of the portfolio, ranked #49.

Freedom Investment Management first reported a position in MDYG in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.78M in Q4 2021. 396 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Freedom Investment Management held 5,734 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $550K as of Q1 2026.
  • Freedom Investment Management sold 51 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $5K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.16% of Freedom Investment Management's portfolio in Q1 2026, its #49 holding.
  • Freedom Investment Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Freedom Investment Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.78M in Q4 2021.
  • 396 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.