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

Gibbs Wealth 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 		$722K Buy
7,527
+4,635
+160% +$454K 0.09% 218
2025
Q4 		$280K Sell
2,892
-91
-3% -$8.36K 0.07% 286
2025
Q3 		$273K Sell
2,983
-404
-12% -$36.3K 0.06% 281
2025
Q2 		$294K Buy
3,387
+727
+27% +$59.4K 0.06% 288
2025
Q1 		$211K Buy
+2,660
New +$229K 0.05% 299
2024
Q2 		– Sell
-11,510
Closed -$1M – 242
2024
Q1 		$1M Buy
+11,510
New +$917K 0.58% 37

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 $56.3B AUM 17.83% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 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 $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gibbs Wealth Management's MDYG Position: Q1 2026 in Review

Gibbs Wealth Management increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 160% in Q1 2026, buying an estimated $454K and bringing the position to 7,527 shares worth $722K. The position accounts for 0.09% of the portfolio, ranked #218.

Gibbs Wealth Management first reported a position in MDYG in Q1 2024 and has held it in 6 quarters since. The position peaked at $1M in Q1 2024. 398 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Gibbs Wealth Management held 7,527 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $722K as of Q1 2026.
  • Gibbs Wealth Management bought 4,635 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $454K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.09% of Gibbs Wealth Management's portfolio in Q1 2026, its #218 holding.
  • Gibbs Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2024 and has held it in 6 quarters since.
  • Gibbs Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1M in Q1 2024.
  • 398 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.