Parcion Private Wealth’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Parcion Private Wealth’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 Q3	$1.25M	Hold	11,943	–	–	0.07%	160
2026 Q2	$1.34M	Hold	11,943	–	–	0.07%	145
2026 Q1	$1.15M	Sell	11,943 -13	-0.1%	-$1.27K	0.07%	144
2025 Q4	$1.11M	Sell	11,956 -184	-2%	-$16.9K	0.07%	139
2025 Q3	$1.11M	Sell	12,140 -118	-1%	-$10.6K	0.07%	128
2025 Q2	$1.06M	Sell	12,258 -193,140	-94%	-$15.8M	0.08%	122
2025 Q1	$16.3M	Sell	205,398 -627,162	-75%	-$53.9M	1.33%	19
2024 Q4	$72.3M	Buy	832,560 +7,177	+0.9%	+$646K	5.53%	3
2024 Q3	$72.4M	Buy	825,383 +194,413	+31%	+$16.6M	6.02%	3
2024 Q2	$53M	Sell	630,970 -38,483	-6%	-$3.25M	4.85%	6
2024 Q1	$58.4M	Sell	669,453 -349,375	-34%	-$27.8M	5.14%	5
2023 Q4	$77.1M	Buy	1,018,828 +429,985	+73%	+$30.2M	7.06%	3
2023 Q3	$40.7M	Sell	588,843 -1,662	-0.3%	-$120K	4.22%	5
2023 Q2	$42.3M	Buy	590,505 +6,128	+1%	+$419K	4.27%	5
2023 Q1	$40M	Buy	584,377 +35,043	+6%	+$2.39M	4.18%	5
2022 Q4	$35.9M	Buy	549,334 +364,389	+197%	+$24M	3.89%	5
2022 Q3	$11.2M	Buy	184,945 +3,527	+2%	+$233K	1.25%	27
2022 Q2	$11.8M	Buy	181,418 +94,840	+110%	+$6.38M	1.17%	26
2022 Q1	$6.42M	Buy	+86,578	New	+$6.41M	0.6%	39

Other funds holding MDYG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return

SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return

Parcion Private Wealth's MDYG Position: Q3 2026 in Review

Parcion Private Wealth held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q3 2026 at 11,943 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #160.

Parcion Private Wealth first reported a position in MDYG in Q1 2022 and has held it in 19 quarters since. The position peaked at $77.1M in Q4 2023. 262 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

Parcion Private Wealth held 11,943 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.25M as of Q3 2026.
Parcion Private Wealth left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q3 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.07% of Parcion Private Wealth's portfolio in Q3 2026, its #160 holding.
Parcion Private Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2022 and has held it in 19 quarters since.
Parcion Private Wealth's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $77.1M in Q4 2023.
262 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.