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HBK Sorce Advisory’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

HBK Sorce Advisory’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
Q3 		– Sell
-2,623
Closed -$228K – 640
2025
Q2 		$228K Hold
2,623
– – 0.01% 523
2025
Q1 		$208K Hold
2,623
– – 0.01% 531
2024
Q4 		$228K Hold
2,623
– – 0.01% 513
2024
Q3 		$230K Hold
2,623
– – 0.01% 511
2024
Q2 		$221K Sell
2,623
-8
-0.3% -$676 0.01% 504
2024
Q1 		$230K Sell
2,631
-442
-14% -$35.2K 0.01% 524
2023
Q4 		$233K Buy
+3,073
New +$216K 0.01% 482
2023
Q2 		– Sell
-3,507
Closed -$240K – 595
2023
Q1 		$240K Sell
3,507
-3,561
-50% -$243K 0.01% 492
2022
Q4 		$462K Sell
7,068
-397
-5% -$26.1K 0.01% 426
2022
Q3 		$451K Sell
7,465
-205
-3% -$13.5K 0.03% 287
2022
Q2 		$468K Sell
7,670
-2,960
-28% -$199K 0.03% 251
2022
Q1 		$789K Buy
10,630
+862
+9% +$63.8K 0.04% 229
2021
Q4 		$796K Sell
9,768
-51
-0.5% -$4.09K 0.04% 244
2021
Q3 		$743K Sell
9,819
-868
-8% -$67.5K 0.04% 249
2021
Q2 		$828K Sell
10,687
-833
-7% -$64.1K 0.05% 231
2021
Q1 		$865K Sell
11,520
-206
-2% -$15.2K 0.05% 207
2020
Q4 		$813K Sell
11,726
-513
-4% -$32.8K 0.05% 210
2020
Q3 		$702K Sell
12,239
-958
-7% -$54.6K 0.05% 206
2020
Q2 		$710K Sell
13,197
-3,396
-20% -$169K 0.05% 203
2020
Q1 		$711K Sell
16,593
-1,768
-10% -$93.3K 0.07% 170
2019
Q4 		$1.05M Sell
18,361
-350
-2% -$19.2K 0.09% 158
2019
Q3 		$1M Sell
18,711
-18
-0.1% -$971 0.1% 152
2019
Q2 		$1.02M Buy
18,729
+3
+0% +$160 0.1% 152
2019
Q1 		$984K Sell
18,726
-8,718
-32% -$442K 0.1% 156
2018
Q4 		$1.26M Buy
+27,444
New +$1.38M 0.14% 121
2016
Q1 		– Sell
-24,765
Closed -$972K – 254
2015
Q4 		$972K Buy
+24,765
New +$996K 0.25% 63

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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HBK Sorce Advisory's MDYG Position: Q3 2025 in Review

HBK Sorce Advisory sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2025, closing a stake of 2,623 shares — an estimated $228K sold.

HBK Sorce Advisory first reported a position in MDYG in Q4 2015 and held it in 26 quarters. The position peaked at $1.26M in Q4 2018. 385 funds tracked by Wall St. Rank hold MDYG as of Q3 2025.

  • HBK Sorce Advisory reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • HBK Sorce Advisory sold 2,623 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2025, an estimated $228K.
  • HBK Sorce Advisory first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2015 and held it in 26 quarters.
  • HBK Sorce Advisory's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.26M in Q4 2018.
  • 385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2025.

Based on HBK Sorce Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.