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Occidental Asset Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Occidental Asset Management’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 		$3.1M Buy
32,293
+877
+3% +$86K 0.37% 68
2025
Q4 		$2.9M Sell
31,416
-868
-3% -$79.8K 0.35% 70
2025
Q3 		$2.96M Buy
32,284
+1,291
+4% +$116K 0.37% 70
2025
Q2 		$2.69M Buy
30,993
+1,638
+6% +$134K 0.37% 67
2025
Q1 		$2.33M Buy
29,355
+991
+3% +$85.2K 0.35% 73
2024
Q4 		$2.46M Buy
28,364
+5,513
+24% +$496K 0.38% 75
2024
Q3 		$2M Buy
22,851
+662
+3% +$56.5K 0.32% 78
2024
Q2 		$1.87M Sell
22,189
-1,016
-4% -$85.8K 0.33% 81
2024
Q1 		$2.03M Buy
23,205
+83
+0.4% +$6.62K 0.38% 75
2023
Q4 		$1.75M Buy
23,122
+987
+4% +$69.2K 0.36% 80
2023
Q3 		$1.53M Buy
22,135
+471
+2% +$33.9K 0.35% 78
2023
Q2 		$1.55M Buy
21,664
+196
+0.9% +$13.4K 0.35% 80
2023
Q1 		$1.47M Buy
21,468
+1,566
+8% +$107K 0.37% 80
2022
Q4 		$1.3M Buy
19,902
+1,020
+5% +$67.1K 0.35% 82
2022
Q3 		$1.14M Buy
18,882
+1,311
+7% +$86.5K 0.34% 80
2022
Q2 		$1.07M Buy
17,571
+654
+4% +$44K 0.32% 89
2022
Q1 		$1.25M Buy
16,917
+250
+1% +$18.5K 0.32% 83
2021
Q4 		$1.36M Sell
16,667
-236
-1% -$18.9K 0.32% 85
2021
Q3 		$1.28M Buy
16,903
+472
+3% +$36.7K 0.33% 84
2021
Q2 		$1.27M Buy
16,431
+126
+0.8% +$9.7K 0.34% 86
2021
Q1 		$1.23M Buy
16,305
+151
+0.9% +$11.2K 0.36% 82
2020
Q4 		$1.12M Buy
16,154
+5,208
+48% +$333K 0.37% 78
2020
Q3 		$628K Buy
10,946
+457
+4% +$26.1K 0.26% 91
2020
Q2 		$564K Buy
10,489
+910
+9% +$45.3K 0.25% 93
2020
Q1 		$410K Buy
9,579
+586
+7% +$30.9K 0.21% 103
2019
Q4 		$513K Buy
8,993
+193
+2% +$10.6K 0.21% 106
2019
Q3 		$473K Buy
8,800
+688
+8% +$37.1K 0.2% 107
2019
Q2 		$440K Buy
8,112
+979
+14% +$52.1K 0.2% 106
2019
Q1 		$375K Buy
7,133
+11
+0.2% +$557 0.18% 111
2018
Q4 		$327K Buy
7,122
+677
+11% +$34K 0.18% 100
2018
Q3 		$361K Buy
+6,445
New +$359K 0.18% 116

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

Occidental Asset Management's MDYG Position: Q1 2026 in Review

Occidental Asset Management increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 2.8% in Q1 2026, buying an estimated $86K and bringing the position to 32,293 shares worth $3.1M. The position accounts for 0.37% of the portfolio, ranked #68.

Occidental Asset Management first reported a position in MDYG in Q3 2018 and has held it in 31 quarters since. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Occidental Asset Management held 32,293 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $3.1M as of Q1 2026.
  • Occidental Asset Management bought 877 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $86K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.37% of Occidental Asset Management's portfolio in Q1 2026, its #68 holding.
  • Occidental Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2018 and has held it in 31 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 Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.