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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
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
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 $21.8B AUM 28.57% 1-Year Est. Return

IAG Wealth Partners's MDYG Position: Q1 2026 in Review

IAG Wealth Partners reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 4.8% in Q1 2026, selling an estimated $222K and leaving 44,693 shares worth $4.29M. The position accounts for 0.48% of the portfolio, ranked #45.

IAG Wealth Partners first reported a position in MDYG in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.34M in Q4 2025. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • IAG Wealth Partners held 44,693 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $4.29M as of Q1 2026.
  • IAG Wealth Partners sold 2,260 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $222K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.48% of IAG Wealth Partners's portfolio in Q1 2026, its #45 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 25 quarters since.
  • IAG Wealth Partners's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $4.34M in Q4 2025.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.