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

GeoWealth 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
Q1 		– Sell
-9,064
Closed -$788K – 1507
2024
Q4 		$788K Buy
+9,064
New +$815K 0.03% 359
2024
Q2 		– Sell
-3,115
Closed -$272K – 918
2024
Q1 		$272K Buy
+3,115
New +$248K 0.01% 598

Other funds holding MDYG

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

GeoWealth Management's MDYG Position: Q1 2025 in Review

GeoWealth Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2025, closing a stake of 9,064 shares — an estimated $788K sold.

GeoWealth Management first reported a position in MDYG in Q1 2024 and held it in 2 quarters. The position peaked at $788K in Q4 2024. 379 funds tracked by Wall St. Rank hold MDYG as of Q1 2025.

  • GeoWealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 9,064 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2025, an estimated $788K.
  • GeoWealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2024 and held it in 2 quarters.
  • GeoWealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $788K in Q4 2024.
  • 379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.