PWG
MDYG icon

Portside Wealth Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Portside Wealth Group’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 		$1.23M Buy
11,014
+1,455
+15% +$154K 0.14% 160
2026
Q1 		$917K Sell
9,559
-1,041
-10% -$102K 0.12% 174
2025
Q4 		$980K Buy
10,600
+1,285
+14% +$118K 0.13% 171
2025
Q3 		$853K Sell
9,315
-1,200
-11% -$108K 0.12% 183
2025
Q2 		$913K Sell
10,515
-214
-2% -$17.5K 0.14% 162
2025
Q1 		$853K Buy
10,729
+113
+1% +$9.72K 0.14% 167
2024
Q4 		$922K Buy
10,616
+694
+7% +$62.4K 0.15% 145
2024
Q3 		$871K Buy
9,922
+283
+3% +$24.2K 0.15% 156
2024
Q2 		$810K Sell
9,639
-28,193
-75% -$2.38M 0.15% 146
2024
Q1 		$3.3M Buy
37,832
+1,496
+4% +$119K 0.61% 38
2023
Q4 		$2.75M Buy
36,336
+737
+2% +$51.7K 0.51% 52
2023
Q3 		$2.46M Buy
35,599
+1,000
+3% +$72K 0.46% 59
2023
Q2 		$2.48M Buy
+34,599
New +$2.36M 0.46% 58

Other funds holding MDYG

MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return