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

Measured Wealth Private Client 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 		$265K Sell
2,758
-95
-3% -$9.31K 0.07% 152
2025
Q4 		$264K Buy
2,853
+255
+10% +$23.4K 0.07% 155
2025
Q3 		$238K Hold
2,598
– – 0.06% 157
2025
Q2 		$226K Buy
2,598
+2
+0.1% +$163 0.07% 166
2025
Q1 		$206K Sell
2,596
-11
-0.4% -$946 0.07% 166
2024
Q4 		$227K Sell
2,607
-15
-0.6% -$1.35K 0.07% 162
2024
Q3 		$230K Sell
2,622
-7,433
-74% -$635K 0.08% 160
2024
Q2 		$845K Sell
10,055
-1,352
-12% -$114K 0.3% 50
2024
Q1 		$996K Sell
11,407
-3,918
-26% -$312K 0.35% 42
2023
Q4 		$1.16M Sell
15,325
-1,272
-8% -$89.2K 0.43% 28
2023
Q3 		$1.15M Sell
16,597
-8
-0% -$576 0.46% 31
2023
Q2 		$1.19M Buy
16,605
+43
+0.3% +$2.94K 0.45% 29
2023
Q1 		$1.13M Sell
16,562
-377
-2% -$25.7K 0.44% 34
2022
Q4 		$1.11M Buy
16,939
+762
+5% +$50.1K 0.46% 32
2022
Q3 		$976K Sell
16,177
-566
-3% -$37.4K 0.43% 35
2022
Q2 		$1.02M Sell
16,743
-3,427
-17% -$230K 0.45% 34
2022
Q1 		$1.5M Sell
20,170
-1,439
-7% -$106K 0.55% 24
2021
Q4 		$1.76M Sell
21,609
-6,755
-24% -$541K 0.62% 21
2021
Q3 		$2.15M Sell
28,364
-2,279
-7% -$177K 0.83% 22
2021
Q2 		$2.38M Buy
30,643
+1,695
+6% +$130K 0.76% 25
2021
Q1 		$2.17M Buy
28,948
+6,212
+27% +$459K 0.77% 24
2020
Q4 		$1.58M Buy
22,736
+571
+3% +$36.5K 0.66% 27
2020
Q3 		$1.27M Sell
22,165
-206
-0.9% -$11.8K 0.62% 25
2020
Q2 		$1.2M Buy
22,371
+4,073
+22% +$203K 0.7% 22
2020
Q1 		$784K Buy
18,298
+3,539
+24% +$187K 0.61% 25
2019
Q4 		$843K Buy
14,759
+8,815
+148% +$485K 0.56% 25
2019
Q3 		$319K Buy
+5,944
New +$321K 0.21% 76
2018
Q4 		– Sell
-1,029
Closed -$58K – 453
2018
Q3 		$58K Buy
+1,029
New +$57.4K 0.03% 317

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

Measured Wealth Private Client Group's MDYG Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 3.3% in Q1 2026, selling an estimated $9.31K and leaving 2,758 shares worth $265K. The position accounts for 0.07% of the portfolio, ranked #152.

Measured Wealth Private Client Group first reported a position in MDYG in Q3 2018 and has held it in 28 quarters since. The position peaked at $2.38M in Q2 2021. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Measured Wealth Private Client Group held 2,758 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $265K as of Q1 2026.
  • Measured Wealth Private Client Group sold 95 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $9.31K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.07% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #152 holding.
  • Measured Wealth Private Client Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2018 and has held it in 28 quarters since.
  • Measured Wealth Private Client Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.38M in Q2 2021.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.