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Great Valley Advisor Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Great Valley Advisor Group’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 		$631K Buy
6,578
+937
+17% +$91.8K 0.01% 612
2025
Q4 		$521K Sell
5,641
-274
-5% -$25.2K 0.01% 615
2025
Q3 		$541K Sell
5,915
-1,117
-16% -$100K 0.01% 610
2025
Q2 		$611K Buy
7,032
+1,664
+31% +$136K 0.01% 558
2025
Q1 		$427K Sell
5,368
-1,241
-19% -$107K 0.01% 634
2024
Q4 		$574K Buy
6,609
+504
+8% +$45.3K 0.01% 552
2024
Q3 		$536K Sell
6,105
-2,157
-26% -$184K 0.01% 549
2024
Q2 		$694K Buy
8,262
+2,022
+32% +$171K 0.02% 457
2024
Q1 		$545K Buy
6,240
+2,141
+52% +$171K 0.02% 477
2023
Q4 		$310K Sell
4,099
-24
-0.6% -$1.68K 0.01% 564
2023
Q3 		$285K Buy
4,123
+2
+0% +$144 0.01% 557
2023
Q2 		$295K Sell
4,121
-2
-0% -$137 0.01% 560
2023
Q1 		$282K Hold
4,123
– – 0.01% 558
2022
Q4 		$269K Sell
4,123
-86
-2% -$5.66K 0.01% 572
2022
Q3 		$254K Buy
4,209
+2
+0% +$132 0.01% 575
2022
Q2 		$256K Buy
4,207
+1,282
+44% +$86.2K 0.01% 583
2022
Q1 		$238K Hold
2,925
– – 0.01% 533
2021
Q4 		$221K Hold
2,925
– – 0.01% 556
2021
Q3 		$221K Sell
2,925
-20
-0.7% -$1.56K 0.02% 534
2021
Q2 		$221K Hold
2,945
– – 0.02% 505
2021
Q1 		$221K Sell
2,945
-26
-0.9% -$1.92K 0.02% 460
2020
Q4 		$206K Buy
+2,971
New +$190K 0.02% 447

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
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Great Valley Advisor Group's MDYG Position: Q1 2026 in Review

Great Valley Advisor Group increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 17% in Q1 2026, buying an estimated $91.8K and bringing the position to 6,578 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #612.

Great Valley Advisor Group first reported a position in MDYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $694K in Q2 2024. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Great Valley Advisor Group held 6,578 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $631K as of Q1 2026.
  • Great Valley Advisor Group bought 937 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $91.8K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #612 holding.
  • Great Valley Advisor Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Great Valley Advisor Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $694K in Q2 2024.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.