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Iron Horse Wealth Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Iron Horse Wealth Management’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 		$123K Buy
1,421
+41
+3% +$3.35K 0.04% 79
2025
Q1 		$110K Buy
1,380
+250
+22% +$21.5K 0.04% 72
2024
Q4 		$98.2K Buy
1,130
+46
+4% +$4.14K 0.03% 75
2024
Q3 		$95.1K Sell
1,084
-7
-0.6% -$598 0.03% 70
2024
Q2 		$91.7K Hold
1,091
– – 0.04% 64
2024
Q1 		$95.2K Sell
1,091
-33
-3% -$2.63K 0.04% 61
2023
Q4 		$85.1K Hold
1,124
– – 0.04% 64
2023
Q3 		$77.7K Sell
1,124
-37
-3% -$2.67K 0.04% 63
2023
Q2 		$83.2K Sell
1,161
-294
-20% -$20.1K 0.04% 59
2023
Q1 		$99.6K Hold
1,455
– – 0.05% 51
2022
Q4 		$95K Buy
1,455
+1,228
+541% +$80.8K 0.05% 52
2022
Q3 		$14K Sell
227
-1,548
-87% -$102K 0.02% 79
2022
Q2 		$108K Sell
1,775
-399
-18% -$26.8K 0.06% 49
2022
Q1 		$161K Hold
2,174
– – 0.09% 42
2021
Q4 		$177K Hold
2,174
– – 0.1% 42
2021
Q3 		$164K Sell
2,174
-136
-6% -$10.6K 0.1% 42
2021
Q2 		$179K Sell
2,310
-42
-2% -$3.23K 0.12% 44
2021
Q1 		$177K Sell
2,352
-36
-2% -$2.66K 0.13% 40
2020
Q4 		$166K Buy
+2,388
New +$153K 0.13% 41

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

Iron Horse Wealth Management's MDYG Position: Q2 2025 in Review

Iron Horse Wealth Management increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 3% in Q2 2025, buying an estimated $3.35K and bringing the position to 1,421 shares worth $123K. The position accounts for 0.04% of the portfolio, ranked #79.

Iron Horse Wealth Management first reported a position in MDYG in Q4 2020 and has held it in 19 quarters since. The position peaked at $179K in Q2 2021. 392 funds tracked by Wall St. Rank hold MDYG as of Q2 2025.

  • Iron Horse Wealth Management held 1,421 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $123K as of Q2 2025.
  • Iron Horse Wealth Management bought 41 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2025, an estimated $3.35K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.04% of Iron Horse Wealth Management's portfolio in Q2 2025, its #79 holding.
  • Iron Horse Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and has held it in 19 quarters since.
  • Iron Horse Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $179K in Q2 2021.
  • 392 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.