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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
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
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

GSB Wealth Management's MDYG Position: Q1 2026 in Review

GSB Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 3.7% in Q1 2026, selling an estimated $19.6K and leaving 5,173 shares worth $496K. The position accounts for 0.11% of the portfolio, ranked #138.

GSB Wealth Management first reported a position in MDYG in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.39M in Q4 2021. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • GSB Wealth Management held 5,173 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $496K as of Q1 2026.
  • GSB Wealth Management sold 200 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $19.6K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.11% of GSB Wealth Management's portfolio in Q1 2026, its #138 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 21 quarters since.
  • GSB Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.39M in Q4 2021.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.