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

Horizons 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	$62.2K	Hold	648	–	–	0.04%	91
2025 Q4	$59.9K	Hold	648	–	–	0.04%	95
2025 Q3	$59.3K	Hold	648	–	–	0.04%	98
2025 Q2	$56.3K	Hold	648	–	–	0.04%	96
2025 Q1	$51.5K	Hold	648	–	–	0.04%	96
2024 Q4	$56.3K	Hold	648	–	–	0.04%	90
2024 Q3	$56.9K	Hold	648	–	–	0.04%	94
2024 Q2	$55.6K	Hold	648	–	–	0.04%	96
2024 Q1	$49K	Hold	648	–	–	0.03%	91
2023 Q4	$49K	Hold	648	–	–	0.03%	91
2023 Q3	$44.8K	Hold	648	–	–	0.03%	93
2023 Q2	$46.4K	Hold	648	–	–	0.03%	98
2023 Q1	$44.3K	Hold	648	–	–	0.03%	89
2022 Q4	$42K	Hold	648	–	–	0.03%	97
2022 Q3	$39K	Hold	648	–	–	0.04%	84
2022 Q2	$47K	Buy	+648	New	+$43.6K	0.04%	83

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

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 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 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Horizons Wealth Management held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q1 2026 at 648 shares worth $62.2K. The position accounts for 0.04% of the portfolio, ranked #91.

Horizons Wealth Management first reported a position in MDYG in Q2 2022 and has held it in 16 quarters since. 398 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

Horizons Wealth Management held 648 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $62.2K as of Q1 2026.
Horizons Wealth Management left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q1 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.04% of Horizons Wealth Management's portfolio in Q1 2026, its #91 holding.
Horizons Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
398 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.