SageView Advisory Group
MDYG icon

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

SageView 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
2026
Q1 		– Sell
-22
Closed -$2.03K – 1685
2025
Q4 		$2.03K Buy
+22
New +$2.02K ﹤0.01% 2230

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
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NorthRock Partners
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
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 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 22.9% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SageView Advisory Group's MDYG Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2026, closing a stake of 22 shares — an estimated $2.03K sold.

SageView Advisory Group first reported a position in MDYG in Q4 2025 and held it in 1 quarter. The position peaked at $2.03K in Q4 2025. 398 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • SageView Advisory Group reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 22 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $2.03K.
  • SageView Advisory Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.03K in Q4 2025.
  • 398 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.