OPPS
MDYG icon

Obsidian Personal Planning Solutions’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Obsidian Personal Planning Solutions’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 		$6.98M Buy
76,012
+2,627
+4% +$236K 2.42% 16
2025
Q2 		$6.37M Buy
73,385
+2,285
+3% +$187K 2.58% 16
2025
Q1 		$5.63M Buy
71,100
+14,933
+27% +$1.28M 2.51% 16
2024
Q4 		$5.06M Buy
56,167
+4,796
+9% +$431K 2.44% 16
2024
Q3 		$4.45M Buy
+51,371
New +$4.39M 2.33% 17

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 $10.1B AUM 14.03% 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

Obsidian Personal Planning Solutions's MDYG Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 3.6% in Q3 2025, buying an estimated $236K and bringing the position to 76,012 shares worth $6.98M. The position accounts for 2.42% of the portfolio, ranked #16.

Obsidian Personal Planning Solutions first reported a position in MDYG in Q3 2024 and has held it in 5 quarters since. 385 funds tracked by Wall St. Rank hold MDYG as of Q3 2025.

  • Obsidian Personal Planning Solutions held 76,012 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $6.98M as of Q3 2025.
  • Obsidian Personal Planning Solutions bought 2,627 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2025, an estimated $236K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 2.42% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #16 holding.
  • Obsidian Personal Planning Solutions first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2024 and has held it in 5 quarters since.
  • 385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.