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

GSB 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 Q2	$565K	Sell	5,043 -130	-3%	-$13.8K	0.11%	143
2026 Q1	$496K	Sell	5,173 -200	-4%	-$19.6K	0.11%	138
2025 Q4	$497K	Sell	5,373 -650	-11%	-$59.7K	0.11%	138
2025 Q3	$551K	Sell	6,023 -100	-2%	-$8.99K	0.13%	129
2025 Q2	$532K	Sell	6,123 -1,340	-18%	-$110K	0.13%	136
2025 Q1	$593K	Sell	7,463 -141	-2%	-$12.1K	0.16%	126
2024 Q4	$661K	Sell	7,604 -55	-0.7%	-$4.95K	0.17%	122
2024 Q3	$672K	Buy	7,659 +15	+0.2%	+$1.28K	0.17%	123
2024 Q2	$643K	Hold	7,644	–	–	0.18%	126
2024 Q1	$667K	Sell	7,644 -120	-2%	-$9.56K	0.19%	125
2023 Q4	$588K	Hold	7,764	–	–	0.18%	126
2023 Q3	$537K	Hold	7,764	–	–	0.18%	126
2023 Q2	$556K	Hold	7,764	–	–	0.18%	127
2023 Q1	$531K	Sell	7,764 -300	-4%	-$20.5K	0.17%	139
2022 Q4	$527K	Sell	8,064 -8,250	-51%	-$543K	0.19%	137
2022 Q3	$985K	Hold	16,314	–	–	0.36%	103
2022 Q2	$995K	Hold	16,314	–	–	0.34%	103
2022 Q1	$1.21M	Sell	16,314 -750	-4%	-$55.5K	0.35%	103
2021 Q4	$1.39M	Sell	17,064 -50	-0.3%	-$4.01K	0.4%	89
2021 Q3	$1.29M	Buy	17,114 +39	+0.2%	+$3.03K	0.67%	47
2021 Q2	$1.32M	Buy	17,075 +150	+0.9%	+$11.5K	0.41%	82
2021 Q1	$1.27M	Buy	+16,925	New	+$1.25M	0.42%	81

Other funds holding MDYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

GSB Wealth Management's MDYG Position: Q2 2026 in Review

GSB Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 2.5% in Q2 2026, selling an estimated $13.8K and leaving 5,043 shares worth $565K. The position accounts for 0.11% of the portfolio, ranked #143.

GSB Wealth Management first reported a position in MDYG in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.39M in Q4 2021. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

GSB Wealth Management held 5,043 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $565K as of Q2 2026.
GSB Wealth Management sold 130 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $13.8K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.11% of GSB Wealth Management's portfolio in Q2 2026, its #143 holding.
GSB Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
GSB Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.39M in Q4 2021.
423 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.