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Rossby Financial’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Rossby Financial’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 		$24K Buy
247
+31
+14% +$3.04K ﹤0.01% 943
2025
Q4 		$20K Sell
216
-169
-44% -$15.5K 0.01% 728
2025
Q3 		$35.3K Sell
385
-9
-2% -$809 0.01% 597
2025
Q2 		$34.2K Sell
394
-8
-2% -$654 0.01% 563
2025
Q1 		$31.5K Buy
+402
New +$34.6K 0.01% 550

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 $1.61B 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Rossby Financial's MDYG Position: Q1 2026 in Review

Rossby Financial increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 14% in Q1 2026, buying an estimated $3.04K and bringing the position to 247 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Rossby Financial first reported a position in MDYG in Q1 2025 and has held it in 5 quarters since. The position peaked at $35.3K in Q3 2025. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Rossby Financial held 247 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $24K as of Q1 2026.
  • Rossby Financial bought 31 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $3.04K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #943 holding.
  • Rossby Financial first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $35.3K 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 Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.