Plante Moran Financial Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Plante Moran Financial 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
2026 Q1	$54.5K	Hold	568	–	–	﹤0.01%	298
2025 Q4	$52.5K	Hold	568	–	–	﹤0.01%	321
2025 Q3	$52K	Hold	568	–	–	﹤0.01%	328
2025 Q2	$49.4K	Hold	568	–	–	﹤0.01%	333
2025 Q1	$45.2K	Sell	568 -53	-9%	-$4.56K	﹤0.01%	357
2024 Q4	$54K	Hold	621	–	–	﹤0.01%	334
2024 Q3	$54.5K	Buy	621 +53	+9%	+$4.53K	﹤0.01%	375
2024 Q2	$47.8K	Hold	568	–	–	﹤0.01%	345
2024 Q1	$49.6K	Sell	568 -190	-25%	-$15.1K	0.01%	335
2023 Q4	$57.4K	Buy	758 +190	+33%	+$13.3K	0.01%	304
2023 Q3	$39.3K	Hold	568	–	–	﹤0.01%	323
2023 Q2	$40.7K	Hold	568	–	–	﹤0.01%	325
2023 Q1	$38.9K	Buy	568 +1	+0.2%	+$68	0.01%	323
2022 Q4	$37K	Buy	567 +2	+0.4%	+$132	0.01%	352
2022 Q3	$34K	Buy	+565	New	+$37.3K	0.01%	364
2022 Q1	–	Sell	-300	Closed	-$24K	–	924
2021 Q4	$24K	Sell	300 -147	-33%	-$11.8K	﹤0.01%	514
2021 Q3	$34K	Buy	447 +147	+49%	+$11.4K	0.01%	452
2021 Q2	$23K	Hold	300	–	–	0.01%	535
2021 Q1	$23K	Hold	300	–	–	0.01%	525
2020 Q4	$21K	Hold	300	–	–	0.01%	525
2020 Q3	$17K	Hold	300	–	–	0.01%	527
2020 Q2	$16K	Hold	300	–	–	0.01%	467
2020 Q1	$13K	Hold	300	–	–	0.01%	463
2019 Q4	$17K	Hold	300	–	–	0.01%	486
2019 Q3	$16K	Sell	300 -133	-31%	-$7.17K	﹤0.01%	534
2019 Q2	$24K	Buy	433 +133	+44%	+$7.08K	0.01%	456
2019 Q1	$16K	Hold	300	–	–	0.01%	505
2018 Q4	$14K	Hold	300	–	–	﹤0.01%	464
2018 Q3	$17K	Hold	300	–	–	0.01%	446
2018 Q2	$16K	Hold	300	–	–	0.01%	500
2018 Q1	$16K	Hold	300	–	–	0.01%	542
2017 Q4	$16K	Hold	300	–	–	0.01%	532
2017 Q3	$15K	Hold	300	–	–	0.01%	495
2017 Q2	$14K	Buy	+300	New	+$14.2K	0.01%	517

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

AWM

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

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

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

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

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

Plante Moran Financial Advisors's MDYG Position: Q1 2026 in Review

Plante Moran Financial Advisors held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q1 2026 at 568 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Plante Moran Financial Advisors first reported a position in MDYG in Q2 2017 and has held it in 34 quarters since. The position peaked at $57.4K in Q4 2023. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

Plante Moran Financial Advisors held 568 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $54.5K as of Q1 2026.
Plante Moran Financial Advisors left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q1 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #298 holding.
Plante Moran Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2017 and has held it in 34 quarters since.
Plante Moran Financial Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $57.4K 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 Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.