Osaic Holdings
MDYG icon

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

Osaic Holdings’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 		$8.59M Buy
89,484
+2,007
+2% +$197K 0.01% 1011
2025
Q4 		$8.09M Sell
87,477
-18,279
-17% -$1.68M 0.01% 1066
2025
Q3 		$9.64M Sell
105,756
-7,418
-7% -$667K 0.01% 1035
2025
Q2 		$9.75M Buy
113,174
+14,076
+14% +$1.15M 0.02% 841
2025
Q1 		$7.88M Sell
99,098
-7,641
-7% -$657K 0.02% 809
2024
Q4 		$9.28M Sell
106,739
-22,735
-18% -$2.05M 0.02% 706
2024
Q3 		$11.4M Sell
129,474
-87,137
-40% -$7.44M 0.03% 620
2024
Q2 		$18.2M Sell
216,611
-104,322
-33% -$8.81M 0.04% 424
2024
Q1 		$28M Buy
320,933
+17,190
+6% +$1.37M 0.06% 312
2023
Q4 		$23M Sell
303,743
-55,577
-15% -$3.9M 0.04% 435
2023
Q3 		$24.8M Sell
359,320
-8,912
-2% -$642K 0.04% 466
2023
Q2 		$26.4M Sell
368,232
-141,467
-28% -$9.66M 0.05% 371
2023
Q1 		$34.9M Buy
509,699
+174,833
+52% +$11.9M 0.07% 264
2022
Q4 		$21.9M Sell
334,866
-3,497
-1% -$230K 0.04% 407
2022
Q3 		$20.4M Sell
338,363
-3,080
-0.9% -$203K 0.05% 370
2022
Q2 		$20.8M Sell
341,443
-24,545
-7% -$1.65M 0.05% 375
2022
Q1 		$25.6M Sell
365,988
-30,125
-8% -$2.23M 0.05% 349
2021
Q4 		$32.3M Sell
396,113
-417,265
-51% -$33.4M 0.06% 300
2021
Q3 		$61.5M Buy
813,378
+77,039
+10% +$5.99M 0.13% 163
2021
Q2 		$57.2M Buy
736,339
+63,298
+9% +$4.87M 0.12% 175
2021
Q1 		$50.6M Sell
673,041
-2,308,413
-77% -$171M 0.12% 181
2020
Q4 		$207M Buy
2,981,454
+2,453,616
+465% +$157M 0.55% 25
2020
Q3 		$30.3M Sell
527,838
-3,742,993
-88% -$213M 0.09% 216
2020
Q2 		$230M Buy
4,270,831
+3,792,445
+793% +$189M 0.77% 18
2020
Q1 		$20.3M Buy
+478,386
New +$25.2M 0.08% 235

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

Osaic Holdings's MDYG Position: Q1 2026 in Review

Osaic Holdings increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 2.3% in Q1 2026, buying an estimated $197K and bringing the position to 89,484 shares worth $8.59M. The position accounts for 0.01% of the portfolio, ranked #1011.

Osaic Holdings first reported a position in MDYG in Q1 2020 and has held it in 25 quarters since. The position peaked at $230M in Q2 2020. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Osaic Holdings held 89,484 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $8.59M as of Q1 2026.
  • Osaic Holdings bought 2,007 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $197K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Osaic Holdings's portfolio in Q1 2026, its #1011 holding.
  • Osaic Holdings first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $230M in Q2 2020.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.