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

Prestige Wealth Management 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
Q1 		$6.49M Sell
67,613
-1,829
-3% -$179K 1.27% 17
2025
Q4 		$6.42M Sell
69,442
-201
-0.3% -$18.5K 1.22% 21
2025
Q3 		$6.38M Sell
69,643
-1,859
-3% -$167K 1.23% 20
2025
Q2 		$6.21M Buy
71,502
+598
+0.8% +$48.9K 1.27% 20
2025
Q1 		$5.63M Sell
70,904
-8,138
-10% -$700K 1.2% 19
2024
Q4 		$6.87M Sell
79,042
-1,032
-1% -$92.8K 1.43% 17
2024
Q3 		$7.03M Sell
80,074
-2,392
-3% -$204K 1.45% 15
2024
Q2 		$6.93M Sell
82,466
-3,030
-4% -$256K 1.5% 15
2024
Q1 		$7.46M Sell
85,496
-6,713
-7% -$535K 1.61% 14
2023
Q4 		$6.98M Sell
92,209
-799
-0.9% -$56K 1.58% 14
2023
Q3 		$6.43M Sell
93,008
-4,242
-4% -$306K 1.59% 14
2023
Q2 		$6.97M Sell
97,250
-800
-0.8% -$54.7K 1.65% 14
2023
Q1 		$6.71M Sell
98,050
-3,311
-3% -$226K 1.69% 15
2022
Q4 		$6.62M Buy
101,361
+588
+0.6% +$38.7K 1.73% 15
2022
Q3 		$6.08M Buy
100,773
+1,110
+1% +$73.3K 1.71% 15
2022
Q2 		$6.08M Buy
99,663
+2,210
+2% +$149K 1.65% 15
2022
Q1 		$7.23M Buy
97,453
+2,888
+3% +$214K 1.78% 15
2021
Q4 		$7.71M Sell
94,565
-4,095
-4% -$328K 1.84% 11
2021
Q3 		$7.46M Buy
98,660
+2,221
+2% +$173K 1.91% 11
2021
Q2 		$7.48M Sell
96,439
-1,189
-1% -$91.5K 1.98% 11
2021
Q1 		$7.33M Sell
97,628
-540
-0.6% -$39.9K 2.01% 10
2020
Q4 		$6.81M Buy
98,168
+36,097
+58% +$2.31M 1.87% 12
2020
Q3 		$3.56M Buy
62,071
+51,195
+471% +$2.92M 1.08% 17
2020
Q2 		$585K Buy
10,876
+40
+0.4% +$1.99K 0.21% 51
2020
Q1 		$464K Sell
10,836
-372
-3% -$19.6K 0.2% 54
2019
Q4 		$639K Sell
11,208
-408
-4% -$22.4K 0.35% 49
2019
Q3 		$624K Sell
11,616
-519
-4% -$28K 0.37% 47
2019
Q2 		$659K Sell
12,135
-6,928
-36% -$369K 0.4% 41
2019
Q1 		$1M Sell
19,063
-376
-2% -$19K 0.62% 29
2018
Q4 		$891K Buy
+19,439
New +$977K 0.66% 32

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 $1.92B AUM 26.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Prestige Wealth Management Group's MDYG Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 2.6% in Q1 2026, selling an estimated $179K and leaving 67,613 shares worth $6.49M. The position accounts for 1.27% of the portfolio, ranked #17.

Prestige Wealth Management Group first reported a position in MDYG in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.71M in Q4 2021. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Prestige Wealth Management Group held 67,613 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $6.49M as of Q1 2026.
  • Prestige Wealth Management Group sold 1,829 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $179K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 1.27% of Prestige Wealth Management Group's portfolio in Q1 2026, its #17 holding.
  • Prestige Wealth Management Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $7.71M in Q4 2021.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.