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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
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
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

Parcion Private Wealth's MDYG Position: Q1 2026 in Review

Parcion Private Wealth reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.11% in Q1 2026, selling an estimated $1.27K and leaving 11,943 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #144.

Parcion Private Wealth first reported a position in MDYG in Q1 2022 and has held it in 17 quarters since. The position peaked at $77.1M in Q4 2023. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Parcion Private Wealth held 11,943 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.15M as of Q1 2026.
  • Parcion Private Wealth sold 13 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $1.27K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.07% of Parcion Private Wealth's portfolio in Q1 2026, its #144 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 17 quarters since.
  • Parcion Private Wealth's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $77.1M in Q4 2023.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.