Moneta Group Investment Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Moneta Group Investment 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	$548K	Hold	5,706	–	–	﹤0.01%	491
2025 Q4	$527K	Buy	5,706 +2,682	+89%	+$246K	﹤0.01%	484
2025 Q3	$277K	Hold	3,024	–	–	﹤0.01%	647
2025 Q2	$263K	Sell	3,024 -83	-3%	-$6.79K	﹤0.01%	596
2025 Q1	$247K	Hold	3,107	–	–	﹤0.01%	570
2024 Q4	$270K	Sell	3,107 -13	-0.4%	-$1.17K	﹤0.01%	557
2024 Q3	$274K	Buy	+3,120	New	+$266K	﹤0.01%	544
2024 Q1	–	Sell	-2,817	Closed	-$213K	–	623
2023 Q4	$213K	Buy	+2,817	New	+$198K	﹤0.01%	521

Other funds holding MDYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Moneta Group Investment Advisors's MDYG Position: Q1 2026 in Review

Moneta Group Investment Advisors held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q1 2026 at 5,706 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Moneta Group Investment Advisors first reported a position in MDYG in Q4 2023 and has held it in 8 quarters since. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

Moneta Group Investment Advisors held 5,706 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $548K as of Q1 2026.
Moneta Group Investment 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 Moneta Group Investment Advisors's portfolio in Q1 2026, its #491 holding.
Moneta Group Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and has held it in 8 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 Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.