Measured Wealth Private Client Group
MDYG icon

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
Q3 		$280K Sell
2,679
-3
-0.1% -$325 0.07% 158
2026
Q2 		$301K Sell
2,682
-76
-3% -$8.05K 0.07% 151
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 $468B AUM 17.69% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
First National Trust
First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return
Rehmann Capital Advisory Group
Rehmann Capital Advisory Group Lansing, Michigan $2.24B AUM 16.99% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Measured Wealth Private Client Group's MDYG Position: Q3 2026 in Review

Measured Wealth Private Client Group reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.11% in Q3 2026, selling an estimated $325 and leaving 2,679 shares worth $280K. The position accounts for 0.07% of the portfolio, ranked #158.

Measured Wealth Private Client Group first reported a position in MDYG in Q3 2018 and has held it in 30 quarters since. The position peaked at $2.38M in Q2 2021. 375 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

  • Measured Wealth Private Client Group held 2,679 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $280K as of Q3 2026.
  • Measured Wealth Private Client Group sold 3 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2026, an estimated $325.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.07% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #158 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 30 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.
  • 375 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.