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SHP Wealth Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

SHP Wealth Management’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 		$303K Sell
3,154
-996
-24% -$97.6K 0.02% 202
2025
Q4 		$384K Buy
+4,150
New +$381K 0.03% 174

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $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 $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SHP Wealth Management's MDYG Position: Q1 2026 in Review

SHP Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 24% in Q1 2026, selling an estimated $97.6K and leaving 3,154 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #202.

SHP Wealth Management first reported a position in MDYG in Q4 2025 and has held it in 2 quarters since. The position peaked at $384K in Q4 2025. 397 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • SHP Wealth Management held 3,154 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $303K as of Q1 2026.
  • SHP Wealth Management sold 996 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $97.6K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #202 holding.
  • SHP Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $384K in Q4 2025.
  • 397 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.