MWM
MDYG icon

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

Maltin 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
2026
Q1 		$427K Buy
4,455
+306
+7% +$30K 0.16% 88
2025
Q4 		$383K Buy
4,149
+9
+0.2% +$827 0.15% 95
2025
Q3 		$379K Buy
4,140
+7
+0.2% +$629 0.16% 91
2025
Q2 		$359K Buy
4,133
+7
+0.2% +$572 0.16% 90
2025
Q1 		$328K Buy
4,126
+109
+3% +$9.38K 0.15% 98
2024
Q4 		$349K Buy
4,017
+950
+31% +$85.5K 0.17% 96
2024
Q3 		$269K Buy
3,067
+294
+11% +$25.1K 0.13% 106
2024
Q2 		$233K Buy
2,773
+7
+0.3% +$591 0.13% 110
2024
Q1 		$241K Buy
+2,766
New +$220K 0.14% 108
2020
Q1 		– Sell
-1,796
Closed -$103K – 108
2019
Q4 		$103K Buy
+1,796
New +$98.8K 0.07% 84

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AWM
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NP
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Morgan Stanley
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CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 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 $21.3B AUM 22.13% 1-Year Est. Return