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

Medallion Wealth Advisors’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 		$9.6K Hold
100
– – ﹤0.01% 768
2025
Q4 		$9.24K Hold
100
– – ﹤0.01% 758
2025
Q3 		$9.16K Buy
+100
New +$8.99K ﹤0.01% 762
2025
Q1 		– Sell
-8
Closed -$700 – 1092
2024
Q4 		$700 Buy
+8
New +$720 ﹤0.01% 955

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 $1.92B AUM 26.86% 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 $21.8B AUM 28.57% 1-Year Est. Return

Medallion Wealth Advisors's MDYG Position: Q1 2026 in Review

Medallion Wealth Advisors held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q1 2026 at 100 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Medallion Wealth Advisors first reported a position in MDYG in Q4 2024 and has held it in 4 quarters since. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Medallion Wealth Advisors held 100 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $9.6K as of Q1 2026.
  • Medallion Wealth Advisors left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #768 holding.
  • Medallion Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.