IWC
MDYG icon

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
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 $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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Integrated Wealth Concepts's MDYG Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2025, closing a stake of 4,032 shares — an estimated $320K sold.

Integrated Wealth Concepts first reported a position in MDYG in Q1 2020 and held it in 19 quarters. The position peaked at $458K in Q4 2020. 392 funds tracked by Wall St. Rank hold MDYG as of Q2 2025.

  • Integrated Wealth Concepts reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 4,032 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2025, an estimated $320K.
  • Integrated Wealth Concepts first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2020 and held it in 19 quarters.
  • Integrated Wealth Concepts's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $458K in Q4 2020.
  • 392 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.