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Mosaic Family Wealth Partners’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Mosaic Family Wealth Partners’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 		$2.54M Sell
26,476
-2,890
-10% -$283K 0.26% 57
2025
Q4 		$2.71M Sell
29,366
-6,809
-19% -$626K 0.3% 48
2025
Q3 		$3.31M Buy
36,175
+8,644
+31% +$777K 0.39% 33
2025
Q2 		$2.39M Buy
27,531
+9,213
+50% +$753K 0.3% 42
2025
Q1 		$1.46M Buy
18,318
+6,456
+54% +$555K 0.21% 55
2024
Q4 		$1.03M Buy
11,862
+4,261
+56% +$383K 0.15% 75
2024
Q3 		$667K Buy
7,601
+4,246
+127% +$363K 0.1% 102
2024
Q2 		$282K Sell
3,355
-87
-3% -$7.35K 0.05% 157
2024
Q1 		$300K Buy
3,442
+382
+12% +$30.4K 0.05% 164
2023
Q4 		$232K Sell
3,060
-1,373
-31% -$96.3K 0.04% 173
2023
Q3 		$306K Sell
4,433
-225
-5% -$16.2K 0.06% 136
2023
Q2 		$334K Buy
4,658
+903
+24% +$61.7K 0.07% 132
2023
Q1 		$257K Sell
3,755
-174
-4% -$11.9K 0.05% 154
2022
Q4 		$257K Buy
+3,929
New +$258K 0.07% 151

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 $21.5B AUM 26.98% 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 $424B AUM 22.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mosaic Family Wealth Partners's MDYG Position: Q1 2026 in Review

Mosaic Family Wealth Partners reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 9.8% in Q1 2026, selling an estimated $283K and leaving 26,476 shares worth $2.54M. The position accounts for 0.26% of the portfolio, ranked #57.

Mosaic Family Wealth Partners first reported a position in MDYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.31M in Q3 2025. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Mosaic Family Wealth Partners held 26,476 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $2.54M as of Q1 2026.
  • Mosaic Family Wealth Partners sold 2,890 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $283K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.26% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #57 holding.
  • Mosaic Family Wealth Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Mosaic Family Wealth Partners's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $3.31M in Q3 2025.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.