Klingman & Associates
MDYG icon

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
Q3 		$31M Sell
296,571
-984
-0.3% -$107K 1.29% 21
2026
Q2 		$33.4M Sell
297,555
-26,620
-8% -$2.82M 1.42% 18
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

First National Trust
First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Convergence Financial
Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return
SFG Wealth Management
SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return
Michael S. Ryan Inc
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Klingman & Associates's MDYG Position: Q3 2026 in Review

Klingman & Associates reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.33% in Q3 2026, selling an estimated $107K and leaving 296,571 shares worth $31M. The position accounts for 1.29% of the portfolio, ranked #21.

Klingman & Associates first reported a position in MDYG in Q1 2019 and has held it in 31 quarters since. The position peaked at $33.4M in Q2 2026. 178 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

  • Klingman & Associates held 296,571 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $31M as of Q3 2026.
  • Klingman & Associates sold 984 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2026, an estimated $107K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 1.29% of Klingman & Associates's portfolio in Q3 2026, its #21 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 31 quarters since.
  • Klingman & Associates's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $33.4M in Q2 2026.
  • 178 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.