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Mattson Financial Services’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Mattson Financial Services’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
Q2 		– Sell
-358
Closed -$28.4K – 280
2025
Q1 		$28.4K Hold
358
– – 0.01% 208
2024
Q4 		$31.4K Hold
358
– – 0.01% 201
2024
Q3 		$30.1K Hold
358
– – 0.01% 179
2024
Q2 		$30.1K Buy
+358
New +$30.2K 0.01% 179

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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mattson Financial Services's MDYG Position: Q2 2025 in Review

Mattson Financial Services sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2025, closing a stake of 358 shares — an estimated $28.4K sold.

Mattson Financial Services first reported a position in MDYG in Q2 2024 and held it in 4 quarters. The position peaked at $31.4K in Q4 2024. 392 funds tracked by Wall St. Rank hold MDYG as of Q2 2025.

  • Mattson Financial Services reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 358 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2025, an estimated $28.4K.
  • Mattson Financial Services first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2024 and held it in 4 quarters.
  • Mattson Financial Services's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $31.4K in Q4 2024.
  • 392 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.