LWM
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Laidlaw Wealth Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Laidlaw Wealth Management’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
Q1 		– Sell
-15,427
Closed -$1.34M – 116
2024
Q4 		$1.34M Sell
15,427
-4,182
-21% -$376K 0.58% 47
2024
Q3 		$1.72M Buy
19,609
+2,321
+13% +$198K 0.85% 34
2024
Q2 		$1.45M Sell
17,288
-1,594
-8% -$135K 0.8% 36
2024
Q1 		$1.65M Sell
18,882
-5,368
-22% -$428K 0.92% 28
2023
Q4 		$1.84M Sell
24,250
-10,739
-31% -$753K 0.67% 34
2023
Q3 		$2.42M Sell
34,989
-8,133
-19% -$586K 0.8% 30
2023
Q2 		$3.09M Sell
43,122
-2,703
-6% -$185K 0.6% 40
2023
Q1 		$3.14M Sell
45,825
-1,009
-2% -$68.9K 0.64% 37
2022
Q4 		$3.06M Sell
46,834
-937
-2% -$61.6K 0.66% 39
2022
Q3 		$2.88M Buy
47,771
+1,108
+2% +$73.1K 0.67% 36
2022
Q2 		$2.85M Buy
46,663
+6,302
+16% +$424K 0.58% 42
2022
Q1 		$3M Buy
40,361
+3,759
+10% +$278K 0.5% 51
2021
Q4 		$2.98M Sell
36,602
-692
-2% -$55.5K 0.48% 55
2021
Q3 		$2.82M Sell
37,294
-7,281
-16% -$566K 0.72% 38
2021
Q2 		$3.46M Buy
44,575
+3,474
+8% +$267K 0.89% 29
2021
Q1 		$3.09M Sell
41,101
-2,688
-6% -$199K 1.05% 24
2020
Q4 		$3.04M Sell
43,789
-3,656
-8% -$234K 0.64% 38
2020
Q3 		$2.72M Buy
47,445
+3,432
+8% +$196K 1.21% 16
2020
Q2 		$2.37M Sell
44,013
-729
-2% -$36.3K 1.24% 16
2020
Q1 		$1.92M Buy
44,742
+18,423
+70% +$972K 1.25% 18
2019
Q4 		$1.5M Buy
+26,319
New +$1.45M 0.95% 30

Other funds holding MDYG

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
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

Laidlaw Wealth Management's MDYG Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2025, closing a stake of 15,427 shares — an estimated $1.34M sold.

Laidlaw Wealth Management first reported a position in MDYG in Q4 2019 and held it in 21 quarters. The position peaked at $3.46M in Q2 2021. 379 funds tracked by Wall St. Rank hold MDYG as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 15,427 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2025, an estimated $1.34M.
  • Laidlaw Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2019 and held it in 21 quarters.
  • Laidlaw Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $3.46M in Q2 2021.
  • 379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.