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

Sage Financial 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
2026
Q1 		$1.97M Buy
20,486
+1,426
+7% +$140K 0.13% 43
2025
Q4 		$1.76M Buy
19,060
+195
+1% +$17.9K 0.12% 43
2025
Q3 		$1.73M Buy
18,865
+406
+2% +$36.5K 0.12% 42
2025
Q2 		$1.6M Sell
18,459
-383
-2% -$31.3K 0.12% 42
2025
Q1 		$1.5M Sell
18,842
-2,045
-10% -$176K 0.12% 45
2024
Q4 		$1.81M Sell
20,887
-824
-4% -$74.1K 0.15% 44
2024
Q3 		$1.9M Buy
21,711
+165
+0.8% +$14.1K 0.16% 41
2024
Q2 		$1.81M Buy
21,546
+875
+4% +$73.9K 0.16% 41
2024
Q1 		$1.8M Buy
20,671
+765
+4% +$61K 0.16% 41
2023
Q4 		$1.51M Sell
19,906
-451
-2% -$31.6K 0.15% 44
2023
Q3 		$1.41M Buy
20,357
+60
+0.3% +$4.32K 0.16% 41
2023
Q2 		$1.45M Buy
20,297
+89
+0.4% +$6.08K 0.15% 41
2023
Q1 		$1.38M Buy
20,208
+2,752
+16% +$188K 0.16% 45
2022
Q4 		$1.14M Buy
17,456
+4,177
+31% +$275K 0.14% 48
2022
Q3 		$801K Buy
13,279
+150
+1% +$9.9K 0.11% 45
2022
Q2 		$800K Buy
+13,129
New +$883K 0.11% 45
2020
Q3 		– Sell
-11,019
Closed -$593K – 71
2020
Q2 		$593K Sell
11,019
-12,393
-53% -$618K 0.11% 38
2020
Q1 		$1M Sell
23,412
-238
-1% -$12.6K 0.19% 37
2019
Q4 		$1.35M Buy
23,650
+323
+1% +$17.8K 0.19% 35
2019
Q3 		$1.25M Hold
23,327
– – 0.19% 36
2019
Q2 		$1.27M Buy
23,327
+5,466
+31% +$291K 0.19% 37
2019
Q1 		$939K Buy
+17,861
New +$905K 0.15% 41

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

Sage Financial Group's MDYG Position: Q1 2026 in Review

Sage Financial Group increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 7.5% in Q1 2026, buying an estimated $140K and bringing the position to 20,486 shares worth $1.97M. The position accounts for 0.13% of the portfolio, ranked #43.

Sage Financial Group first reported a position in MDYG in Q1 2019 and has held it in 22 quarters since. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Sage Financial Group held 20,486 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.97M as of Q1 2026.
  • Sage Financial Group bought 1,426 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $140K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.13% of Sage Financial Group's portfolio in Q1 2026, its #43 holding.
  • Sage Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2019 and has held it in 22 quarters since.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.