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
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 $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 $18.5B AUM 19.51% 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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Global Retirement Partners's MDYG Position: Q4 2025 in Review

Global Retirement Partners reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 2.2% in Q4 2025, selling an estimated $13K and leaving 6,290 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #884.

Global Retirement Partners first reported a position in MDYG in Q2 2017 and has held it in 33 quarters since. The position peaked at $2.5M in Q1 2024. 385 funds tracked by Wall St. Rank hold MDYG as of Q4 2025.

  • Global Retirement Partners held 6,290 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $581K as of Q4 2025.
  • Global Retirement Partners sold 142 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2025, an estimated $13K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #884 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 33 quarters since.
  • Global Retirement Partners's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.5M in Q1 2024.
  • 385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.