Jim Simons
MDYG icon

Jim Simons’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Jim Simons’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
-2,700
Closed -$215K – 3768
2025
Q1 		$215K Sell
2,700
-7,900
-75% -$680K ﹤0.01% 3056
2024
Q4 		$921K Buy
10,600
+5,500
+108% +$495K ﹤0.01% 2540
2024
Q3 		$447K Buy
+5,100
New +$435K ﹤0.01% 2837
2023
Q4 		– Sell
-8,200
Closed -$567K – 3971
2023
Q3 		$567K Buy
8,200
+1,200
+17% +$86.4K ﹤0.01% 2649
2023
Q2 		$502K Buy
+7,000
New +$478K ﹤0.01% 2869
2022
Q3 		– Sell
-5,600
Closed -$341K – 4272
2022
Q2 		$341K Buy
+5,600
New +$377K ﹤0.01% 3382
2022
Q1 		– Sell
-5,400
Closed -$440K – 4325
2021
Q4 		$440K Buy
5,400
+700
+15% +$56.1K ﹤0.01% 3138
2021
Q3 		$356K Sell
4,700
-5,700
-55% -$443K ﹤0.01% 3023
2021
Q2 		$806K Buy
10,400
+4,000
+63% +$308K ﹤0.01% 2774
2021
Q1 		$481K Sell
6,400
-9
-0.1% -$665 ﹤0.01% 2922
2020
Q4 		$444K Buy
+6,409
New +$410K ﹤0.01% 2870

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 $49.2B AUM 14.31% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $11B AUM 18.22% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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 $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jim Simons's MDYG Position: Q2 2025 in Review

Jim Simons sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2025, closing a stake of 2,700 shares — an estimated $215K sold.

Jim Simons first reported a position in MDYG in Q4 2020 and held it in 11 quarters. The position peaked at $921K in Q4 2024. 393 funds tracked by Wall St. Rank hold MDYG as of Q2 2025.

  • Jim Simons reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Jim Simons sold 2,700 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2025, an estimated $215K.
  • Jim Simons first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and held it in 11 quarters.
  • Jim Simons's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $921K in Q4 2024.
  • 393 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2025.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.