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Perennial Investment Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Perennial Investment Advisors’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
Q4 		– Sell
-2,514
Closed -$230K – 524
2025
Q3 		$230K Sell
2,514
-1,991
-44% -$179K 0.02% 428
2025
Q2 		$391K Sell
4,505
-24,231
-84% -$1.98M 0.04% 293
2025
Q1 		$2.28M Sell
28,736
-9,402
-25% -$809K 0.26% 75
2024
Q4 		$3.31M Sell
38,138
-34,351
-47% -$3.09M 0.39% 53
2024
Q3 		$6.36M Sell
72,489
-10,295
-12% -$879K 0.82% 29
2024
Q2 		$6.96M Buy
82,784
+486
+0.6% +$41.1K 0.99% 22
2024
Q1 		$7.18M Buy
82,298
+3,946
+5% +$315K 1.09% 20
2023
Q4 		$5.93M Buy
78,352
+12,293
+19% +$862K 0.98% 21
2023
Q3 		$4.57M Sell
66,059
-1,997
-3% -$144K 0.83% 26
2023
Q2 		$4.88M Sell
68,056
-12,308
-15% -$841K 0.86% 22
2023
Q1 		$5.5M Buy
+80,364
New +$5.49M 1.02% 17

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
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Perennial Investment Advisors's MDYG Position: Q4 2025 in Review

Perennial Investment Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2025, closing a stake of 2,514 shares — an estimated $230K sold.

Perennial Investment Advisors first reported a position in MDYG in Q1 2023 and held it in 11 quarters. The position peaked at $7.18M in Q1 2024. 385 funds tracked by Wall St. Rank hold MDYG as of Q4 2025.

  • Perennial Investment Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Perennial Investment Advisors sold 2,514 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2025, an estimated $230K.
  • Perennial Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2023 and held it in 11 quarters.
  • Perennial Investment Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $7.18M in Q1 2024.
  • 385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2025.

Based on Perennial Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.