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

Mather Group’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 		$6.24K Buy
+65
New +$6.37K ﹤0.01% 1538
2025
Q4 		– Sell
-65
Closed -$5.95K – 1253
2025
Q3 		$5.95K Buy
+65
New +$5.84K ﹤0.01% 1359
2025
Q2 		– Sell
-395
Closed -$31.4K – 1281
2025
Q1 		$31.4K Buy
+395
New +$34K ﹤0.01% 986
2024
Q2 		– Sell
-78
Closed -$5.9K – 2248
2024
Q1 		$5.9K Buy
+78
New +$6.22K ﹤0.01% 1323

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

Mather Group's MDYG Position: Q1 2026 in Review

Mather Group opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2026: 65 shares worth $6.24K. The stake represents ﹤0.01% of the portfolio and ranks #1538 among its holdings. This is a return to the name: Mather Group previously reported a position in MDYG as recently as Q3 2025.

Mather Group first reported a position in MDYG in Q1 2024 and has held it in 4 quarters since. The position peaked at $31.4K in Q1 2025. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Mather Group held 65 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $6.24K as of Q1 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF was a new Mather Group position in Q1 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1538 holding.
  • Mather Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2024 and has held it in 4 quarters since.
  • Mather Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $31.4K in Q1 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 Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.