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Moloney Securities Asset Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Moloney Securities Asset Management’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
Q3 		$783K Sell
8,547
-841
-9% -$75.6K 0.09% 221
2025
Q2 		$816K Sell
9,388
-2,733
-23% -$223K 0.1% 209
2025
Q1 		$963K Sell
12,121
-2,086
-15% -$179K 0.13% 180
2024
Q4 		$1.23M Buy
14,207
+266
+2% +$23.9K 0.17% 148
2024
Q3 		$1.22M Sell
13,941
-1,309
-9% -$112K 0.16% 148
2024
Q2 		$1.28M Sell
15,250
-882
-5% -$74.5K 0.19% 135
2024
Q1 		$1.41M Sell
16,132
-625
-4% -$49.8K 0.21% 119
2023
Q4 		$1.27M Sell
16,757
-493
-3% -$34.6K 0.2% 122
2023
Q3 		$1.19M Sell
17,250
-171
-1% -$12.3K 0.21% 113
2023
Q2 		$1.25M Sell
17,421
-222
-1% -$15.2K 0.22% 120
2023
Q1 		$1.21M Buy
17,643
+4,472
+34% +$305K 0.22% 122
2022
Q4 		$861K Buy
13,171
+1,469
+13% +$96.6K 0.19% 141
2022
Q3 		$706K Buy
11,702
+244
+2% +$16.1K 0.17% 158
2022
Q2 		$698K Sell
11,458
-2,657
-19% -$179K 0.16% 174
2022
Q1 		$1.05M Sell
14,115
-3,441
-20% -$255K 0.2% 132
2021
Q4 		$1.43M Buy
17,556
+183
+1% +$14.7K 0.24% 103
2021
Q3 		$1.31M Sell
17,373
-364
-2% -$28.3K 0.24% 114
2021
Q2 		$1.38M Buy
17,737
+583
+3% +$44.9K 0.25% 108
2021
Q1 		$1.29M Sell
17,154
-170
-1% -$12.6K 0.25% 104
2020
Q4 		$1.2M Buy
17,324
+9,791
+130% +$627K 0.27% 101
2020
Q3 		$432K Buy
+7,533
New +$430K 0.11% 195

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 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

Moloney Securities Asset Management's MDYG Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 9% in Q3 2025, selling an estimated $75.6K and leaving 8,547 shares worth $783K. The position accounts for 0.09% of the portfolio, ranked #221.

Moloney Securities Asset Management first reported a position in MDYG in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.43M in Q4 2021. 385 funds tracked by Wall St. Rank hold MDYG as of Q3 2025.

  • Moloney Securities Asset Management held 8,547 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $783K as of Q3 2025.
  • Moloney Securities Asset Management sold 841 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2025, an estimated $75.6K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.09% of Moloney Securities Asset Management's portfolio in Q3 2025, its #221 holding.
  • Moloney Securities Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2020 and has held it in 21 quarters since.
  • Moloney Securities Asset Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.43M in Q4 2021.
  • 385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.