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Legacy Investment Solutions’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Legacy Investment Solutions’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
Q2 		$23.7K Buy
+273
New +$22.3K 0.01% 223
2024
Q4 		$24.5K Hold
273
– – 0.02% 193
2024
Q3 		$25K Buy
+273
New +$23.3K 0.01% 188

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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Investment Solutions's MDYG Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2025: 273 shares worth $23.7K. The stake represents 0.01% of the portfolio and ranks #223 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in MDYG as recently as Q4 2024.

Legacy Investment Solutions first reported a position in MDYG in Q3 2024 and has held it in 3 quarters since. The position peaked at $25K in Q3 2024. 392 funds tracked by Wall St. Rank hold MDYG as of Q2 2025.

  • Legacy Investment Solutions held 273 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $23.7K as of Q2 2025.
  • State Street SPDR S&P 400 Mid Cap Growth ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #223 holding.
  • Legacy Investment Solutions first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $25K in Q3 2024.
  • 392 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.