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Howe & Rusling’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Howe & Rusling’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
-10
Closed -$869 – 478
2025
Q2 		$869 Buy
+10
New +$817 ﹤0.01% 461

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

Howe & Rusling's MDYG Position: Q3 2025 in Review

Howe & Rusling sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2025, closing a stake of 10 shares — an estimated $869 sold.

Howe & Rusling first reported a position in MDYG in Q2 2025 and held it in 1 quarter. The position peaked at $869 in Q2 2025. 385 funds tracked by Wall St. Rank hold MDYG as of Q3 2025.

  • Howe & Rusling reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Howe & Rusling sold 10 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2025, an estimated $869.
  • Howe & Rusling first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2025 and held it in 1 quarter.
  • Howe & Rusling's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $869 in Q2 2025.
  • 385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2025.

Based on Howe & Rusling's 13F filing for Q3 2025, filed 5 Nov 2025.