Retirement Income Solutions’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Retirement Income Solutions’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	$225K	Hold	2,349	–	–	0.04%	157
2025 Q4	$217K	Buy	2,349 +109	+5%	+$10K	0.04%	159
2025 Q3	$205K	Buy	+2,240	New	+$201K	0.04%	160
2025 Q1	–	Sell	-2,322	Closed	-$202K	–	152
2024 Q4	$202K	Hold	2,322	–	–	0.04%	142
2024 Q3	$204K	Buy	+2,322	New	+$198K	0.05%	140
2024 Q2	–	Sell	-3,525	Closed	-$308K	–	152
2024 Q1	$308K	Sell	3,525 -162	-4%	-$12.9K	0.07%	106
2023 Q4	$279K	Buy	3,687 +622	+20%	+$43.6K	0.07%	107
2023 Q3	$212K	Hold	3,065	–	–	0.06%	121
2023 Q2	$220K	Hold	3,065	–	–	0.06%	128
2023 Q1	$210K	Hold	3,065	–	–	0.06%	129
2022 Q4	$200K	Buy	+3,065	New	+$202K	0.06%	117

Other funds holding MDYG

LPL Financial San Diego, California $376B 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

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

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 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

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return