Rockefeller Capital Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Rockefeller Capital Management’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	$276K	Sell	2,877 -2	-0.1%	-$196	﹤0.01%	2302
2025 Q4	$266K	Sell	2,879 -1,502	-34%	-$138K	﹤0.01%	2217
2025 Q3	$401K	Buy	+4,381	New	+$394K	﹤0.01%	1876
2023 Q1	–	Sell	-1,600	Closed	-$104K	–	3117
2022 Q4	$104K	Sell	1,600 -100	-6%	-$6.58K	﹤0.01%	2009
2022 Q3	$102K	Sell	1,700 -105	-6%	-$6.93K	﹤0.01%	1982
2022 Q2	$110K	Sell	1,805 -70	-4%	-$4.71K	﹤0.01%	1897
2022 Q1	$139K	Hold	1,875	–	–	﹤0.01%	1841
2021 Q4	$152K	Sell	1,875 -150	-7%	-$12K	﹤0.01%	1755
2021 Q3	$153K	Sell	2,025 -325	-14%	-$25.3K	﹤0.01%	1673
2021 Q2	$182K	Sell	2,350 -475	-17%	-$36.6K	﹤0.01%	1544
2021 Q1	$212K	Hold	2,825	–	–	﹤0.01%	1308
2020 Q4	$195K	Hold	2,825	–	–	﹤0.01%	1199
2020 Q3	$162K	Sell	2,825 -1,107	-28%	-$63.1K	﹤0.01%	1112
2020 Q2	$212K	Buy	3,932 +2,825	+255%	+$141K	﹤0.01%	932
2020 Q1	$47K	Buy	+1,107	New	+$58.4K	﹤0.01%	1256

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

Rockefeller Capital Management's MDYG Position: Q1 2026 in Review

Rockefeller Capital Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.07% in Q1 2026, selling an estimated $196 and leaving 2,877 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #2302.

Rockefeller Capital Management first reported a position in MDYG in Q1 2020 and has held it in 15 quarters since. The position peaked at $401K in Q3 2025. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

Rockefeller Capital Management held 2,877 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $276K as of Q1 2026.
Rockefeller Capital Management sold 2 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $196.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2302 holding.
Rockefeller Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2020 and has held it in 15 quarters since.
Rockefeller Capital Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $401K in Q3 2025.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.