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

Integrated Wealth Concepts’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 		$320K Buy
+2,857
New +$303K ﹤0.01% 1936
2025
Q2 		– Sell
-4,032
Closed -$320K – 1966
2025
Q1 		$320K Buy
4,032
+1,054
+35% +$90.7K ﹤0.01% 1373
2024
Q4 		$259K Sell
2,978
-5
-0.2% -$450 ﹤0.01% 1454
2024
Q3 		$262K Sell
2,983
-66
-2% -$5.63K ﹤0.01% 1425
2024
Q2 		$256K Sell
3,049
-978
-24% -$82.6K ﹤0.01% 1401
2024
Q1 		$352K Buy
4,027
+375
+10% +$29.9K 0.01% 1232
2023
Q4 		$276K Sell
3,652
-47
-1% -$3.3K ﹤0.01% 1307
2023
Q3 		$256K Sell
3,699
-461
-11% -$33.2K ﹤0.01% 1307
2023
Q2 		$298K Sell
4,160
-160
-4% -$10.9K 0.01% 1222
2023
Q1 		$296K Buy
4,320
+140
+3% +$9.56K 0.01% 1063
2022
Q4 		$273K Buy
+4,180
New +$275K 0.01% 848
2022
Q2 		– Sell
-3,469
Closed -$257K – 1035
2022
Q1 		$257K Buy
3,469
+80
+2% +$5.92K 0.01% 795
2021
Q4 		$276K Buy
3,389
+295
+10% +$23.6K 0.01% 811
2021
Q3 		$234K Buy
3,094
+118
+4% +$9.18K 0.01% 830
2021
Q2 		$231K Sell
2,976
-138
-4% -$10.6K 0.01% 730
2021
Q1 		$234K Sell
3,114
-3,486
-53% -$257K 0.01% 650
2020
Q4 		$458K Buy
6,600
+1,188
+22% +$76K 0.02% 434
2020
Q3 		$311K Sell
5,412
-1,258
-19% -$71.8K 0.02% 446
2020
Q2 		$359K Buy
6,670
+1,183
+22% +$58.9K 0.03% 357
2020
Q1 		$235K Buy
+5,487
New +$289K 0.02% 360

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CF
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

Integrated Wealth Concepts's MDYG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2026: 2,857 shares worth $320K. The stake represents ﹤0.01% of the portfolio and ranks #1936 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in MDYG as recently as Q1 2025.

Integrated Wealth Concepts first reported a position in MDYG in Q1 2020 and has held it in 20 quarters since. The position peaked at $458K in Q4 2020. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Integrated Wealth Concepts held 2,857 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $320K as of Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1936 holding.
  • Integrated Wealth Concepts first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2020 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $458K in Q4 2020.
  • 423 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.