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

NorthRock 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 		$104M Buy
1,083,341
+28,549
+3% +$2.8M 1.68% 15
2025
Q4 		$97.5M Sell
1,054,792
-2,995
-0.3% -$275K 1.65% 14
2025
Q3 		$96.9M Sell
1,057,787
-11,925
-1% -$1.07M 1.75% 13
2025
Q2 		$92.9M Buy
1,069,712
+47,936
+5% +$3.92M 2.42% 10
2025
Q1 		$81.2M Buy
1,021,776
+24,168
+2% +$2.08M 2.72% 9
2024
Q4 		$86.7M Buy
997,608
+18,189
+2% +$1.64M 2.82% 9
2024
Q3 		$85.9M Buy
979,419
+29,331
+3% +$2.5M 2.83% 8
2024
Q2 		$79.9M Buy
950,088
+61,754
+7% +$5.22M 3% 7
2024
Q1 		$77.5M Buy
888,334
+47,551
+6% +$3.79M 2.98% 8
2023
Q4 		$63.6M Buy
840,783
+412,893
+96% +$29M 2.66% 8
2023
Q3 		$29.6M Buy
427,890
+10,472
+3% +$754K 3.09% 7
2023
Q2 		$29.9M Sell
417,418
-53,407
-11% -$3.65M 3.28% 8
2023
Q1 		$32.2M Buy
470,825
+28,360
+6% +$1.94M 3.43% 8
2022
Q4 		$28.9M Sell
442,465
-72,665
-14% -$4.78M 3.29% 8
2022
Q3 		$31.1M Sell
515,130
-24,079
-4% -$1.59M 3.61% 7
2022
Q2 		$32.9M Buy
539,209
+27,118
+5% +$1.82M 3.42% 9
2022
Q1 		$38M Sell
512,091
-106,467
-17% -$7.88M 3.42% 7
2021
Q4 		$50.4M Buy
618,558
+15,551
+3% +$1.25M 3.78% 8
2021
Q3 		$46.4M Buy
603,007
+12,687
+2% +$987K 3.8% 8
2021
Q2 		$45.8M Buy
590,320
+24,085
+4% +$1.85M 3.82% 9
2021
Q1 		$42.5M Buy
566,235
+42,595
+8% +$3.15M 3.87% 10
2020
Q4 		$36.3M Buy
523,640
+15,461
+3% +$989K 3.58% 10
2020
Q3 		$29.2M Buy
508,179
+10,837
+2% +$618K 3.23% 11
2020
Q2 		$26.8M Buy
497,342
+84,491
+20% +$4.21M 3.17% 10
2020
Q1 		$17.7M Buy
412,851
+116,249
+39% +$6.13M 2.48% 12
2019
Q4 		$16.9M Buy
296,602
+158,685
+115% +$8.73M 1.79% 16
2019
Q3 		$7.41M Buy
137,917
+134,198
+3,608% +$7.24M 1.01% 31
2019
Q2 		$201K Buy
+3,719
New +$198K 0.06% 74

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

NorthRock Partners's MDYG Position: Q1 2026 in Review

NorthRock Partners increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 2.7% in Q1 2026, buying an estimated $2.8M and bringing the position to 1,083,341 shares worth $104M. The position accounts for 1.68% of the portfolio, ranked #15.

NorthRock Partners first reported a position in MDYG in Q2 2019 and has held it in 28 quarters since. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • NorthRock Partners held 1,083,341 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $104M as of Q1 2026.
  • NorthRock Partners bought 28,549 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $2.8M.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 1.68% of NorthRock Partners's portfolio in Q1 2026, its #15 holding.
  • NorthRock Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2019 and has held it in 28 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 NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.