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Safeguard Investment Advisory Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Safeguard Investment Advisory 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
2025
Q3 		– Sell
-3,304
Closed -$287K – 155
2025
Q2 		$287K Sell
3,304
-372
-10% -$30.4K 0.07% 108
2025
Q1 		$292K Buy
3,676
+158
+4% +$13.6K 0.08% 101
2024
Q4 		$306K Sell
3,518
-875
-20% -$78.7K 0.08% 83
2024
Q3 		$386K Buy
+4,393
New +$375K 0.11% 71
2021
Q1 		– Sell
-1,755
Closed -$121K – 452
2020
Q4 		$121K Buy
+1,755
New +$112K 0.11% 102

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Safeguard Investment Advisory Group's MDYG Position: Q3 2025 in Review

Safeguard Investment Advisory Group sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2025, closing a stake of 3,304 shares — an estimated $287K sold.

Safeguard Investment Advisory Group first reported a position in MDYG in Q4 2020 and held it in 5 quarters. The position peaked at $386K in Q3 2024. 386 funds tracked by Wall St. Rank hold MDYG as of Q3 2025.

  • Safeguard Investment Advisory Group reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 3,304 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2025, an estimated $287K.
  • Safeguard Investment Advisory Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and held it in 5 quarters.
  • Safeguard Investment Advisory Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $386K in Q3 2024.
  • 386 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2025.

Based on Safeguard Investment Advisory Group's 13F filing for Q3 2025, filed 13 Nov 2025.