GRP
MDYG icon

Global Retirement Partners’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Global Retirement Partners’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
Q2 		$876K Buy
+7,818
New +$829K 0.01% 798
2025
Q4 		$581K Sell
6,290
-142
-2% -$13K 0.01% 884
2025
Q3 		$589K Sell
6,432
-2,449
-28% -$220K 0.01% 713
2025
Q2 		$772K Buy
+8,881
New +$726K 0.02% 576
2024
Q4 		$853K Buy
9,822
+2,552
+35% +$230K 0.02% 490
2024
Q3 		$638K Buy
7,270
+739
+11% +$63.1K 0.02% 567
2024
Q2 		$549K Sell
6,531
-22,094
-77% -$1.87M 0.02% 580
2024
Q1 		$2.5M Buy
28,625
+10,877
+61% +$867K 0.09% 215
2023
Q4 		$1.32M Sell
17,748
-12,213
-41% -$857K 0.06% 285
2023
Q3 		$2.03M Buy
29,961
+23,397
+356% +$1.69M 0.1% 187
2023
Q2 		$470K Sell
6,564
-556
-8% -$38K 0.02% 453
2023
Q1 		$479K Buy
7,120
+5,817
+446% +$397K 0.03% 440
2022
Q4 		$85.1K Sell
1,303
-1,639
-56% -$108K 0.01% 864
2022
Q3 		$194K Buy
2,942
+192
+7% +$12.7K 0.01% 571
2022
Q2 		$168K Buy
2,750
+78
+3% +$5.25K 0.01% 599
2022
Q1 		$170K Buy
+2,672
New +$198K 0.01% 595
2021
Q4 		– Sell
-1,777
Closed -$134K – 1169
2021
Q3 		$134K Buy
1,777
+71
+4% +$5.52K 0.01% 566
2021
Q2 		$132K Buy
1,706
+79
+5% +$6.08K 0.01% 555
2021
Q1 		$122K Buy
1,627
+40
+3% +$2.95K 0.01% 516
2020
Q4 		$110K Hold
1,587
– – 0.01% 510
2020
Q3 		$91K Buy
1,587
+376
+31% +$21.4K 0.01% 505
2020
Q2 		$65K Buy
1,211
+527
+77% +$26.3K 0.01% 577
2020
Q1 		$29K Buy
684
+1
+0.1% +$53 0.01% 700
2019
Q4 		$39K Sell
683
-1,404
-67% -$77.2K 0.01% 703
2019
Q3 		$112K Buy
2,087
+1,433
+219% +$77.3K 0.02% 451
2019
Q2 		$36K Buy
654
+329
+101% +$17.5K 0.01% 693
2019
Q1 		$17K Buy
325
+58
+22% +$2.94K ﹤0.01% 882
2018
Q4 		$12K Buy
267
+104
+64% +$5.23K ﹤0.01% 912
2018
Q3 		$9K Hold
163
– – ﹤0.01% 1068
2018
Q2 		$9K Sell
163
-80
-33% -$4.29K ﹤0.01% 1029
2018
Q1 		$13K Hold
243
– – ﹤0.01% 886
2017
Q4 		$13K Hold
243
– – ﹤0.01% 825
2017
Q3 		$12K Buy
243
+177
+268% +$8.48K 0.01% 772
2017
Q2 		$3K Buy
+66
New +$3.12K ﹤0.01% 1027

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
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
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

Global Retirement Partners's MDYG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2026: 7,818 shares worth $876K. The stake represents 0.01% of the portfolio and ranks #798 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MDYG as recently as Q4 2025.

Global Retirement Partners first reported a position in MDYG in Q2 2017 and has held it in 34 quarters since. The position peaked at $2.5M in Q1 2024. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Global Retirement Partners held 7,818 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $876K as of Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF was a new Global Retirement Partners position in Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #798 holding.
  • Global Retirement Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2017 and has held it in 34 quarters since.
  • Global Retirement Partners's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.5M in Q1 2024.
  • 421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.