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

MASECO Private 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
Q1 		– Sell
-98
Closed -$9.04K – 504
2025
Q4 		$9.04K Hold
98
– – ﹤0.01% 353
2025
Q3 		$8.93K Buy
98
+1
+1% +$90 ﹤0.01% 184
2025
Q2 		$8.46K Buy
+97
New +$7.93K ﹤0.01% 351

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 $1.61B 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

MASECO Private Wealth's MDYG Position: Q1 2026 in Review

MASECO Private Wealth sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2026, closing a stake of 98 shares — an estimated $9.04K sold.

MASECO Private Wealth first reported a position in MDYG in Q2 2025 and held it in 3 quarters. The position peaked at $9.04K in Q4 2025. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • MASECO Private Wealth reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 98 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $9.04K.
  • MASECO Private Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2025 and held it in 3 quarters.
  • MASECO Private Wealth's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $9.04K in Q4 2025.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.