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Larson Financial Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Larson Financial Group’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 		$1.1M Sell
11,446
-314
-3% -$30.8K 0.04% 307
2025
Q4 		$1.09M Buy
11,760
+922
+9% +$84.7K 0.04% 306
2025
Q3 		$992K Buy
10,838
+8,967
+479% +$806K 0.03% 310
2025
Q2 		$162K Sell
1,871
-297
-14% -$24.3K 0.01% 705
2025
Q1 		$172K Sell
2,168
-3
-0.1% -$258 0.01% 657
2024
Q4 		$189K Sell
2,171
-4,632
-68% -$417K 0.01% 579
2024
Q3 		$597K Sell
6,803
-22,199
-77% -$1.9M 0.03% 296
2024
Q2 		$2.44M Sell
29,002
-38
-0.1% -$3.21K 0.17% 109
2024
Q1 		$2.53M Buy
29,040
+26,024
+863% +$2.07M 0.2% 99
2023
Q4 		$228K Sell
3,016
-32,536
-92% -$2.28M 0.02% 326
2023
Q3 		$2.46M Sell
35,552
-4,253
-11% -$306K 0.24% 76
2023
Q2 		$2.85M Sell
39,805
-671
-2% -$45.8K 0.29% 64
2023
Q1 		$2.77M Sell
40,476
-539
-1% -$36.8K 0.3% 62
2022
Q4 		$2.68M Sell
41,015
-24,835
-38% -$1.63M 0.32% 59
2022
Q3 		$3.97M Buy
65,850
+65,458
+16,698% +$4.32M 0.57% 34
2022
Q2 		$24K Sell
392
-12
-3% -$807 ﹤0.01% 512
2022
Q1 		$30K Sell
404
-378
-48% -$28K ﹤0.01% 457
2021
Q4 		$64K Buy
782
+398
+104% +$31.9K 0.01% 340
2021
Q3 		$29K Buy
+384
New +$29.9K 0.01% 396

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 $1.92B AUM 26.86% 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 $21.8B AUM 28.57% 1-Year Est. Return

Larson Financial Group's MDYG Position: Q1 2026 in Review

Larson Financial Group reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 2.7% in Q1 2026, selling an estimated $30.8K and leaving 11,446 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #307.

Larson Financial Group first reported a position in MDYG in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.97M in Q3 2022. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Larson Financial Group held 11,446 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.1M as of Q1 2026.
  • Larson Financial Group sold 314 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $30.8K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.04% of Larson Financial Group's portfolio in Q1 2026, its #307 holding.
  • Larson Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • Larson Financial Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $3.97M in Q3 2022.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.