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 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 $445B AUM 25.58% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Parcion Private Wealth's MDYG Position: Q2 2026 in Review

Parcion Private Wealth held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 11,943 shares worth $1.34M. The position accounts for 0.07% of the portfolio, ranked #145.

Parcion Private Wealth first reported a position in MDYG in Q1 2022 and has held it in 18 quarters since. The position peaked at $77.1M in Q4 2023. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Parcion Private Wealth held 11,943 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.34M as of Q2 2026.
Parcion Private Wealth left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.07% of Parcion Private Wealth's portfolio in Q2 2026, its #145 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 18 quarters since.
Parcion Private Wealth's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $77.1M in Q4 2023.
421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.