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

IAG Wealth Partners’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	$4.79M	Sell	42,722 -1,971	-4%	-$209K	0.47%	46
2026 Q1	$4.29M	Sell	44,693 -2,260	-5%	-$222K	0.48%	45
2025 Q4	$4.34M	Buy	46,953 +1,184	+3%	+$109K	0.5%	41
2025 Q3	$4.19M	Buy	45,769 +1,234	+3%	+$111K	0.5%	39
2025 Q2	$3.87M	Buy	44,535 +25,497	+134%	+$2.08M	0.51%	38
2025 Q1	$1.51M	Sell	19,038 -58	-0.3%	-$4.99K	0.24%	52
2024 Q4	$1.66M	Sell	19,096 -275	-1%	-$24.7K	0.29%	48
2024 Q3	$1.7M	Sell	19,371 -709	-4%	-$60.5K	0.31%	44
2024 Q2	$1.69M	Sell	20,080 -1,455	-7%	-$123K	0.34%	41
2024 Q1	$1.88M	Sell	21,535 -1,399	-6%	-$112K	0.4%	37
2023 Q4	$1.74M	Sell	22,934 -801	-3%	-$56.2K	0.4%	38
2023 Q3	$1.64M	Sell	23,735 -1,704	-7%	-$123K	0.46%	33
2023 Q2	$1.82M	Sell	25,439 -9,301	-27%	-$635K	0.48%	36
2023 Q1	$2.38M	Sell	34,740 -19,013	-35%	-$1.3M	0.66%	28
2022 Q4	$3.51M	Buy	53,753 +16,945	+46%	+$1.11M	1.03%	23
2022 Q3	$2.22M	Sell	36,808 -2,999	-8%	-$198K	0.74%	28
2022 Q2	$2.43M	Buy	39,807 +24,521	+160%	+$1.65M	0.79%	25
2022 Q1	$1.13M	Sell	15,286 -306	-2%	-$22.6K	0.36%	39
2021 Q4	$1.27M	Sell	15,592 -163	-1%	-$13.1K	0.41%	34
2021 Q3	$1.19M	Sell	15,755 -1,007	-6%	-$78.3K	0.42%	32
2021 Q2	$1.3M	Sell	16,762 -912	-5%	-$70.2K	0.47%	29
2021 Q1	$1.33M	Sell	17,674 -360	-2%	-$26.6K	0.51%	29
2020 Q4	$1.25M	Sell	18,034 -2,228	-11%	-$143K	0.51%	28
2020 Q3	$1.16M	Sell	20,262 -1,384	-6%	-$78.9K	0.54%	28
2020 Q2	$1.17M	Buy	21,646 +5,563	+35%	+$277K	0.56%	25
2020 Q1	$689K	Buy	+16,083	New	+$848K	0.46%	29

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 22.96% 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

IAG Wealth Partners's MDYG Position: Q2 2026 in Review

IAG Wealth Partners reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 4.4% in Q2 2026, selling an estimated $209K and leaving 42,722 shares worth $4.79M. The position accounts for 0.47% of the portfolio, ranked #46.

IAG Wealth Partners first reported a position in MDYG in Q1 2020 and has held it in 26 quarters since. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

IAG Wealth Partners held 42,722 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $4.79M as of Q2 2026.
IAG Wealth Partners sold 1,971 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $209K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.47% of IAG Wealth Partners's portfolio in Q2 2026, its #46 holding.
IAG Wealth Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
423 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.