JNBA Financial Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.22M | Sell |
85,630
-13,236
| -13% | -$1.3M | 0.68% | 27 |
|
|
2025
Q4 | $9.14M | Sell |
98,866
-2,670
| -3% | -$245K | 0.8% | 23 |
|
|
2025
Q3 | $9.3M | Sell |
101,536
-1,917
| -2% | -$172K | 0.84% | 23 |
|
|
2025
Q2 | $8.99M | Sell |
103,453
-8,222
| -7% | -$672K | 0.86% | 26 |
|
|
2025
Q1 | $8.87M | Sell |
111,675
-5,350
| -5% | -$460K | 0.92% | 24 |
|
|
2024
Q4 | $10.2M | Sell |
117,025
-1,938
| -2% | -$174K | 1.04% | 20 |
|
|
2024
Q3 | $10.4M | Sell |
118,963
-8,428
| -7% | -$720K | 1.05% | 23 |
|
|
2024
Q2 | $10.7M | Sell |
127,391
-20,543
| -14% | -$1.74M | 1.13% | 23 |
|
|
2024
Q1 | $12.9M | Sell |
147,934
-53,098
| -26% | -$4.23M | 1.36% | 21 |
|
|
2023
Q4 | $15.2M | Buy |
201,032
+8,999
| +5% | +$631K | 1.73% | 17 |
|
|
2023
Q3 | $13.3M | Buy |
192,033
+8,221
| +4% | +$592K | 1.66% | 17 |
|
|
2023
Q2 | $13.2M | Buy |
183,812
+20,641
| +13% | +$1.41M | 1.58% | 19 |
|
|
2023
Q1 | $11.2M | Buy |
163,171
+4,973
| +3% | +$340K | 1.45% | 22 |
|
|
2022
Q4 | $10.3M | Sell |
158,198
-252
| -0.2% | -$16.6K | 1.44% | 23 |
|
|
2022
Q3 | $9.56M | Buy |
158,450
+307
| +0.2% | +$20.3K | 1.48% | 20 |
|
|
2022
Q2 | $9.64M | Buy |
158,143
+5,831
| +4% | +$392K | 1.46% | 20 |
|
|
2022
Q1 | $11.3M | Buy |
152,312
+1,428
| +0.9% | +$106K | 1.5% | 19 |
|
|
2021
Q4 | $12.3M | Buy |
150,884
+9,990
| +7% | +$801K | 1.5% | 18 |
|
|
2021
Q3 | $10.7M | Buy |
140,894
+8,993
| +7% | +$699K | 1.43% | 19 |
|
|
2021
Q2 | $10.2M | Buy |
131,901
+5,594
| +4% | +$431K | 1.38% | 20 |
|
|
2021
Q1 | $9.49M | Sell |
126,307
-2,609
| -2% | -$193K | 1.38% | 19 |
|
|
2020
Q4 | $8.94M | Sell |
128,916
-5,978
| -4% | -$383K | 1.47% | 19 |
|
|
2020
Q3 | $7.74M | Sell |
134,894
-1,830
| -1% | -$104K | 1.56% | 18 |
|
|
2020
Q2 | $7.35M | Sell |
136,724
-2,299
| -2% | -$115K | 1.58% | 17 |
|
|
2020
Q1 | $5.95M | Buy |
139,023
+28,639
| +26% | +$1.51M | 1.43% | 20 |
|
|
2019
Q4 | $6.3M | Buy |
110,384
+2,970
| +3% | +$163K | 1.2% | 20 |
|
|
2019
Q3 | $5.77M | Buy |
107,414
+1,698
| +2% | +$91.6K | 1.17% | 17 |
|
|
2019
Q2 | $5.74M | Buy |
105,716
+1,800
| +2% | +$95.8K | 1.17% | 18 |
|
|
2019
Q1 | $5.46M | Buy |
103,916
+15,226
| +17% | +$771K | 1.17% | 18 |
|
|
2018
Q4 | $4.07M | Buy |
+88,690
| New | +$4.46M | 0.92% | 21 |
|
|
2018
Q3 | – | Sell |
-39,109
| Closed | -$2.11M | – | 616 |
|
|
2018
Q2 | $2.11M | Buy |
39,109
+16,255
| +71% | +$873K | 0.45% | 33 |
|
|
2018
Q1 | $1.2M | Buy |
22,854
+16,239
| +245% | +$862K | 0.26% | 46 |
|
|
2017
Q4 | $343K | Buy |
+6,615
| New | +$338K | 0.07% | 99 |
|
|
2016
Q4 | – | Sell |
-450
| Closed | -$19K | – | 978 |
|
|
2016
Q3 | $19K | Buy |
+450
| New | +$19.2K | ﹤0.01% | 840 |
|
Other funds holding MDYG
AWM
NP
CF
FWP
PAG
JNBA Financial Advisors's MDYG Position: Q1 2026 in Review
JNBA Financial Advisors reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 13% in Q1 2026, selling an estimated $1.3M and leaving 85,630 shares worth $8.22M. The position accounts for 0.68% of the portfolio, ranked #27.
JNBA Financial Advisors first reported a position in MDYG in Q3 2016 and has held it in 34 quarters since. The position peaked at $15.2M in Q4 2023. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.
- JNBA Financial Advisors held 85,630 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $8.22M as of Q1 2026.
- JNBA Financial Advisors sold 13,236 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $1.3M.
- State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.68% of JNBA Financial Advisors's portfolio in Q1 2026, its #27 holding.
- JNBA Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2016 and has held it in 34 quarters since.
- JNBA Financial Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $15.2M in Q4 2023.
- 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.
Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.