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Onyx Bridge Wealth Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Onyx Bridge Wealth Group’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
Q2 		$345K Sell
3,074
-119
-4% -$12.6K 0.03% 291
2026
Q1 		$306K Sell
3,193
-175
-5% -$17.2K 0.03% 287
2025
Q4 		$311K Sell
3,368
-50
-1% -$4.59K 0.03% 281
2025
Q3 		$313K Sell
3,418
-50
-1% -$4.5K 0.03% 278
2025
Q2 		$301K Sell
3,468
-1,717
-33% -$140K 0.04% 232
2025
Q1 		$412K Sell
5,185
-295
-5% -$25.4K 0.06% 181
2024
Q4 		$476K Sell
5,480
-89
-2% -$8.01K 0.07% 162
2024
Q3 		$489K Sell
5,569
-370
-6% -$31.6K 0.07% 162
2024
Q2 		$499K Sell
5,939
-106
-2% -$8.95K 0.08% 148
2024
Q1 		$503K Sell
6,045
-88
-1% -$7.01K 0.09% 148
2023
Q4 		$464K Sell
6,133
-204
-3% -$14.3K 0.09% 138
2023
Q3 		$438K Buy
6,337
+14
+0.2% +$1.01K 0.1% 142
2023
Q2 		$453K Sell
6,323
-152
-2% -$10.4K 0.11% 134
2023
Q1 		$443K Buy
6,475
+12
+0.2% +$819 0.18% 95
2022
Q4 		$428K Buy
+6,463
New +$425K 0.17% 90

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

Onyx Bridge Wealth Group's MDYG Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 3.7% in Q2 2026, selling an estimated $12.6K and leaving 3,074 shares worth $345K. The position accounts for 0.03% of the portfolio, ranked #291.

Onyx Bridge Wealth Group first reported a position in MDYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $503K in Q1 2024. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Onyx Bridge Wealth Group held 3,074 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $345K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 119 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $12.6K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #291 holding.
  • Onyx Bridge Wealth Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Onyx Bridge Wealth Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $503K in Q1 2024.
  • 420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.