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

IVC Wealth Advisors’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 Q4	–	Sell	-3,240	Closed	-$297K	–	187
2025 Q3	$297K	Sell	3,240 -27	-0.8%	-$2.43K	0.13%	131
2025 Q2	$284K	Hold	3,267	–	–	0.14%	133
2025 Q1	$260K	Hold	3,267	–	–	0.14%	135
2024 Q4	$284K	Hold	3,267	–	–	0.16%	126
2024 Q3	$287K	Sell	3,267 -12	-0.4%	-$1.02K	0.16%	126
2024 Q2	$276K	Sell	3,279 -105	-3%	-$8.87K	0.15%	127
2024 Q1	$295K	Hold	3,384	–	–	0.17%	125
2023 Q4	$256K	Hold	3,384	–	–	0.16%	125
2023 Q3	$234K	Hold	3,384	–	–	0.16%	125
2023 Q2	$242K	Sell	3,384 -383	-10%	-$26.2K	0.15%	127
2023 Q1	$258K	Sell	3,767 -161	-4%	-$11K	0.18%	117
2022 Q4	$257K	Hold	3,928	–	–	0.19%	122
2022 Q3	$237K	Sell	3,928 -484	-11%	-$32K	0.19%	120
2022 Q2	$269K	Sell	4,412 -813	-16%	-$54.7K	0.21%	114
2022 Q1	$388K	Sell	5,225 -78	-1%	-$5.77K	0.26%	96
2021 Q4	$432K	Sell	5,303 -687	-11%	-$55.1K	0.28%	92
2021 Q3	$453K	Sell	5,990 -21	-0.3%	-$1.63K	0.31%	81
2021 Q2	$466K	Sell	6,011 -377	-6%	-$29K	0.33%	79
2021 Q1	$480K	Sell	6,388 -3,411	-35%	-$252K	0.38%	73
2020 Q4	$679K	Buy	+9,799	New	+$627K	0.65%	45

Other funds holding MDYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

IVC Wealth Advisors's MDYG Position: Q4 2025 in Review

IVC Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2025, closing a stake of 3,240 shares — an estimated $297K sold.

IVC Wealth Advisors first reported a position in MDYG in Q4 2020 and held it in 20 quarters. The position peaked at $679K in Q4 2020. 385 funds tracked by Wall St. Rank hold MDYG as of Q4 2025.

IVC Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
IVC Wealth Advisors sold 3,240 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2025, an estimated $297K.
IVC Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and held it in 20 quarters.
IVC Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $679K in Q4 2020.
385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2025.

Based on IVC Wealth Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.