KA
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Klingman & Associates’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Klingman & Associates’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
2026
Q1 		$31.1M Sell
324,175
-1,917
-0.6% -$188K 1.49% 20
2025
Q4 		$30.1M Buy
326,092
+260
+0.1% +$23.9K 1.45% 21
2025
Q3 		$29.8M Sell
325,832
-1,787
-0.5% -$161K 1.5% 20
2025
Q2 		$28.5M Buy
327,619
+24,871
+8% +$2.03M 1.57% 18
2025
Q1 		$24.1M Buy
302,748
+2,752
+0.9% +$237K 1.47% 21
2024
Q4 		$26.1M Sell
299,996
-1,156
-0.4% -$104K 1.6% 19
2024
Q3 		$26.4M Buy
301,152
+16
+0% +$1.37K 1.64% 18
2024
Q2 		$25.3M Sell
301,136
-836
-0.3% -$70.6K 1.71% 16
2024
Q1 		$26.4M Sell
301,972
-6,007
-2% -$479K 1.83% 16
2023
Q4 		$23.3M Buy
307,979
+1,965
+0.6% +$138K 1.71% 19
2023
Q3 		$21.2M Sell
306,014
-4,371
-1% -$315K 1.71% 21
2023
Q2 		$22.2M Sell
310,385
-907
-0.3% -$62K 1.79% 21
2023
Q1 		$21.3M Sell
311,292
-3,803
-1% -$260K 1.83% 20
2022
Q4 		$20.6M Buy
315,095
+5,555
+2% +$365K 1.81% 21
2022
Q3 		$18.7M Buy
309,540
+7,430
+2% +$491K 1.83% 18
2022
Q2 		$18.4M Buy
302,110
+13,944
+5% +$938K 1.8% 18
2022
Q1 		$21.4M Buy
288,166
+26,576
+10% +$1.97M 1.82% 18
2021
Q4 		$21.3M Sell
261,590
-266
-0.1% -$21.3K 1.83% 18
2021
Q3 		$19.8M Sell
261,856
-470
-0.2% -$36.6K 1.85% 18
2021
Q2 		$20.3M Sell
262,326
-709
-0.3% -$54.6K 1.95% 18
2021
Q1 		$19.8M Sell
263,035
-2,556
-1% -$189K 2.04% 17
2020
Q4 		$18.4M Sell
265,591
-941
-0.4% -$60.2K 2.13% 15
2020
Q3 		$15.3M Sell
266,532
-8,025
-3% -$458K 2.06% 16
2020
Q2 		$14.8M Buy
274,557
+17,645
+7% +$879K 2.26% 16
2020
Q1 		$11M Buy
256,912
+252,577
+5,826% +$13.3M 2.24% 14
2019
Q4 		$247K Hold
4,335
– – 0.04% 120
2019
Q3 		$233K Buy
4,335
+400
+10% +$21.6K 0.04% 110
2019
Q2 		$214K Hold
3,935
– – 0.04% 116
2019
Q1 		$207K Buy
+3,935
New +$199K 0.04% 116

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Klingman & Associates's MDYG Position: Q1 2026 in Review

Klingman & Associates reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.59% in Q1 2026, selling an estimated $188K and leaving 324,175 shares worth $31.1M. The position accounts for 1.49% of the portfolio, ranked #20.

Klingman & Associates first reported a position in MDYG in Q1 2019 and has held it in 29 quarters since. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Klingman & Associates held 324,175 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $31.1M as of Q1 2026.
  • Klingman & Associates sold 1,917 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $188K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 1.49% of Klingman & Associates's portfolio in Q1 2026, its #20 holding.
  • Klingman & Associates first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.