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

PFG Private Wealth Management’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 Q2	–	Sell	-185	Closed	-$14.7K	–	169
2025 Q1	$14.7K	Hold	185	–	–	0.01%	123
2024 Q4	$16.1K	Hold	185	–	–	0.01%	121
2024 Q3	$16.2K	Hold	185	–	–	0.01%	123
2024 Q2	$15.6K	Hold	185	–	–	0.01%	122
2024 Q1	$16.1K	Hold	185	–	–	0.01%	115
2023 Q4	$14K	Hold	185	–	–	0.01%	106
2023 Q3	$12.8K	Hold	185	–	–	0.01%	175
2023 Q2	$13.3K	Hold	185	–	–	0.01%	197
2023 Q1	$12.7K	Hold	185	–	–	0.01%	189
2022 Q4	$12K	Hold	185	–	–	0.01%	179
2022 Q3	$11K	Hold	185	–	–	0.01%	186
2022 Q2	$11K	Hold	185	–	–	0.01%	194
2022 Q1	$14K	Hold	185	–	–	0.01%	191
2021 Q4	$15K	Hold	185	–	–	0.01%	187
2021 Q3	$14K	Buy	+185	New	+$14.4K	0.01%	181

Other funds holding MDYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PFG Private Wealth Management's MDYG Position: Q2 2025 in Review

PFG Private Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2025, closing a stake of 185 shares — an estimated $14.7K sold.

PFG Private Wealth Management first reported a position in MDYG in Q3 2021 and held it in 15 quarters. The position peaked at $16.2K in Q3 2024. 392 funds tracked by Wall St. Rank hold MDYG as of Q2 2025.

PFG Private Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 185 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2025, an estimated $14.7K.
PFG Private Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $16.2K in Q3 2024.
392 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.