MWA
MDYG icon

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

Motive 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 		– Sell
-4,267
Closed -$394K – 96
2025
Q4 		$394K Sell
4,267
-87
-2% -$8K 0.17% 54
2025
Q3 		$399K Hold
4,354
– – 0.17% 53
2025
Q2 		$378K Buy
4,354
+1,577
+57% +$129K 0.17% 52
2025
Q1 		$221K Sell
2,777
-474
-15% -$40.8K 0.12% 64
2024
Q4 		$282K Sell
3,251
-420
-11% -$37.8K 0.15% 59
2024
Q3 		$309K Hold
3,671
– – 0.19% 51
2024
Q2 		$309K Sell
3,671
-610
-14% -$51.5K 0.19% 51
2024
Q1 		$374K Buy
+4,281
New +$341K 0.23% 47
2023
Q1 		– Sell
-5,142
Closed -$336K – 57
2022
Q4 		$336K Sell
5,142
-508
-9% -$33.4K 0.26% 43
2022
Q3 		$341K Buy
5,650
+1,856
+49% +$123K 0.28% 42
2022
Q2 		$231K Sell
3,794
-78
-2% -$5.25K 0.18% 72
2022
Q1 		$287K Buy
3,872
+2
+0.1% +$148 0.2% 71
2021
Q4 		$316K Sell
3,870
-918
-19% -$73.6K 0.19% 71
2021
Q3 		$362K Buy
4,788
+368
+8% +$28.6K 0.24% 65
2021
Q2 		$343K Buy
+4,420
New +$340K 0.25% 62

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 $1.61B AUM 19.97% 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 $21.3B AUM 22.13% 1-Year Est. Return

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

Motive Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2026, closing a stake of 4,267 shares — an estimated $394K sold.

Motive Wealth Advisors first reported a position in MDYG in Q2 2021 and held it in 15 quarters. The position peaked at $399K in Q3 2025. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Motive Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Motive Wealth Advisors sold 4,267 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $394K.
  • Motive Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2021 and held it in 15 quarters.
  • Motive Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $399K 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 Motive Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.