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Orion Portfolio Solutions’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Orion Portfolio 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
Q1 		$1.15M Sell
14,410
-3,010
-17% -$259K 0.01% 1007
2024
Q4 		$1.51M Buy
17,420
+1,476
+9% +$133K 0.02% 829
2024
Q3 		$1.4M Buy
15,944
+1,825
+13% +$156K 0.01% 872
2024
Q2 		$1.19M Sell
14,119
-372,808
-96% -$31.5M 0.01% 907
2024
Q1 		$33.8M Buy
386,927
+384,171
+13,939% +$30.6M 0.36% 45
2023
Q4 		$206K Sell
2,756
-1,528
-36% -$107K ﹤0.01% 1573
2023
Q3 		$296K Sell
4,284
-428
-9% -$30.8K ﹤0.01% 1385
2023
Q2 		$338K Sell
4,712
-515
-10% -$35.2K ﹤0.01% 1361
2023
Q1 		$358K Sell
5,227
-1,554
-23% -$106K ﹤0.01% 1276
2022
Q4 		$443K Buy
+6,781
New +$446K 0.02% 530
2022
Q1 		– Sell
-2,663
Closed -$217K – 732
2021
Q4 		$217K Buy
+2,663
New +$213K 0.01% 664
2021
Q2 		– Sell
-481,578
Closed -$36.2M – 627
2021
Q1 		$36.2M Sell
481,578
-53,150
-10% -$3.93M 1.56% 10
2020
Q4 		$37.1M Buy
+534,728
New +$34.2M 1.73% 8
2020
Q3 		– Sell
-1,032,410
Closed -$55.5M – 1396
2020
Q2 		$55.5M Buy
1,032,410
+1,032,395
+6,882,633% +$51.4M 3.01% 6
2020
Q1 		$1K Sell
15
-165
-92% -$8.7K ﹤0.01% 1756
2019
Q4 		$10K Buy
+180
New +$9.9K ﹤0.01% 1003

Other funds holding MDYG

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Orion Portfolio Solutions's MDYG Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 17% in Q1 2025, selling an estimated $259K and leaving 14,410 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1007.

Orion Portfolio Solutions first reported a position in MDYG in Q4 2019 and has held it in 16 quarters since. The position peaked at $55.5M in Q2 2020. 379 funds tracked by Wall St. Rank hold MDYG as of Q1 2025.

  • Orion Portfolio Solutions held 14,410 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.15M as of Q1 2025.
  • Orion Portfolio Solutions sold 3,010 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2025, an estimated $259K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1007 holding.
  • Orion Portfolio Solutions first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2019 and has held it in 16 quarters since.
  • Orion Portfolio Solutions's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $55.5M in Q2 2020.
  • 379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.