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

Realta 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
Q1 		– Sell
-12
Closed -$1.06K – 353
2024
Q4 		$1.06K Hold
12
– – ﹤0.01% 327
2024
Q3 		$1.07K Sell
12
-46
-79% -$3.93K ﹤0.01% 345
2024
Q2 		$4.84K Buy
58
+1
+2% +$84 ﹤0.01% 722
2024
Q1 		$5.02K Buy
+57
New +$4.54K ﹤0.01% 742
2023
Q4 		– Sell
-396
Closed -$28.3K – 657
2023
Q3 		$28.3K Hold
396
– – 0.01% 577
2023
Q2 		$28.3K Buy
+396
New +$27.1K 0.01% 621
2023
Q1 		– Sell
-561
Closed -$36.7K – 671
2022
Q4 		$36.7K Buy
561
+458
+445% +$30.1K 0.01% 580
2022
Q3 		$6K Buy
+103
New +$6.8K ﹤0.01% 742
2019
Q3 		– Sell
-3
Closed – – 1719
2019
Q2 		$0 Hold
3
– – ﹤0.01% 1770
2019
Q1 		$0 Buy
+3
New +$152 ﹤0.01% 1343

Other funds holding MDYG

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
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
Stifel Financial
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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $1.61B AUM 19.97% 1-Year Est. Return

Realta Investment Advisors's MDYG Position: Q1 2025 in Review

Realta Investment Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2025, closing a stake of 12 shares — an estimated $1.06K sold.

Realta Investment Advisors first reported a position in MDYG in Q1 2019 and held it in 10 quarters. The position peaked at $36.7K in Q4 2022. 379 funds tracked by Wall St. Rank hold MDYG as of Q1 2025.

  • Realta Investment Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 12 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2025, an estimated $1.06K.
  • Realta Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2019 and held it in 10 quarters.
  • Realta Investment Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $36.7K in Q4 2022.
  • 379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.