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

Linscomb Wealth’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
Q2 		$2.46M Sell
21,977
-461
-2% -$48.9K 0.11% 142
2026
Q1 		$2.15M Sell
22,438
-8,225
-27% -$806K 0.1% 147
2025
Q4 		$2.83M Buy
30,663
+8,438
+38% +$775K 0.12% 133
2025
Q3 		$2.03M Sell
22,225
-947
-4% -$85.1K 0.09% 147
2025
Q2 		$2.01M Sell
23,172
-1,181
-5% -$96.5K 0.09% 147
2025
Q1 		$1.94M Buy
24,353
+285
+1% +$24.5K 0.1% 143
2024
Q4 		$2.09M Buy
24,068
+11,890
+98% +$1.07M 0.1% 141
2024
Q3 		$1.07M Sell
12,178
-61
-0.5% -$5.21K 0.05% 162
2024
Q2 		$1.03M Sell
12,239
-668
-5% -$56.4K 0.05% 160
2024
Q1 		$1.13M Sell
12,907
-638
-5% -$50.9K 0.06% 155
2023
Q4 		$1.02M Sell
13,545
-915
-6% -$64.2K 0.06% 160
2023
Q3 		$1,000K Sell
14,460
-1,106
-7% -$79.7K 0.06% 156
2023
Q2 		$1.12M Sell
15,566
-966
-6% -$66K 0.06% 153
2023
Q1 		$1.13M Buy
16,532
+1,648
+11% +$113K 0.06% 156
2022
Q4 		$972K Buy
+14,884
New +$979K 0.05% 178

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

Linscomb Wealth's MDYG Position: Q2 2026 in Review

Linscomb Wealth reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 2.1% in Q2 2026, selling an estimated $48.9K and leaving 21,977 shares worth $2.46M. The position accounts for 0.11% of the portfolio, ranked #142.

Linscomb Wealth first reported a position in MDYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.83M in Q4 2025. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Linscomb Wealth held 21,977 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $2.46M as of Q2 2026.
  • Linscomb Wealth sold 461 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $48.9K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.11% of Linscomb Wealth's portfolio in Q2 2026, its #142 holding.
  • Linscomb Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Linscomb Wealth's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.83M in Q4 2025.
  • 420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.