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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
Q2 		$2.32M Buy
20,716
+230
+1% +$24.4K 0.13% 44
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 $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

Sage Financial Group's MDYG Position: Q2 2026 in Review

Sage Financial Group increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 1.1% in Q2 2026, buying an estimated $24.4K and bringing the position to 20,716 shares worth $2.32M. The position accounts for 0.13% of the portfolio, ranked #44.

Sage Financial Group first reported a position in MDYG in Q1 2019 and has held it in 23 quarters since. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Sage Financial Group held 20,716 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $2.32M as of Q2 2026.
  • Sage Financial Group bought 230 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $24.4K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.13% of Sage Financial Group's portfolio in Q2 2026, its #44 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 23 quarters since.
  • 421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.