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Global Wealth Strategies & Associates’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-2
Closed -$183 – 574
2025
Q3 		$183 Hold
2
– – ﹤0.01% 463
2025
Q2 		$174 Hold
2
– – ﹤0.01% 359
2025
Q1 		$159 Buy
+2
New +$172 ﹤0.01% 455

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Global Wealth Strategies & Associates's MDYG Position: Q4 2025 in Review

Global Wealth Strategies & Associates sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2025, closing a stake of 2 shares — an estimated $183 sold.

Global Wealth Strategies & Associates first reported a position in MDYG in Q1 2025 and held it in 3 quarters. The position peaked at $183 in Q3 2025. 385 funds tracked by Wall St. Rank hold MDYG as of Q4 2025.

  • Global Wealth Strategies & Associates reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 2 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2025, an estimated $183.
  • Global Wealth Strategies & Associates first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $183 in Q3 2025.
  • 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 Wealth Strategies & Associates's 13F filing for Q4 2025, filed 2 Jan 2026.