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

Marshall & Sterling Wealth Advisors’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 Q4	–	Sell	-765	Closed	-$70K	–	516
2025 Q3	$70K	Sell	765 -99	-11%	-$8.9K	0.04%	142
2025 Q2	$75K	Buy	864 +2	+0.2%	+$163	0.05%	124
2025 Q1	$68.5K	Buy	862 +1	+0.1%	+$86	0.05%	126
2024 Q4	$74.7K	Buy	+861	New	+$77.5K	0.05%	107

Other funds holding MDYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's MDYG Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2025, closing a stake of 765 shares — an estimated $70K sold.

Marshall & Sterling Wealth Advisors first reported a position in MDYG in Q4 2024 and held it in 4 quarters. The position peaked at $75K in Q2 2025. 385 funds tracked by Wall St. Rank hold MDYG as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 765 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2025, an estimated $70K.
Marshall & Sterling Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and held it in 4 quarters.
Marshall & Sterling Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $75K in Q2 2025.
385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.