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Silver Oak Securities’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Silver Oak Securities’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
-4,914
Closed -$459K – 833
2025
Q4 		$459K Buy
4,914
+78
+2% +$7.17K 0.03% 486
2025
Q3 		$443K Buy
4,836
+3
+0.1% +$270 0.03% 463
2025
Q2 		$420K Sell
4,833
-57
-1% -$4.66K 0.03% 454
2025
Q1 		$388K Buy
4,890
+48
+1% +$4.13K 0.04% 428
2024
Q4 		$421K Sell
4,842
-998
-17% -$89.8K 0.04% 423
2024
Q3 		$513K Buy
5,840
+406
+7% +$34.7K 0.05% 330
2024
Q2 		$457K Buy
5,434
+2,240
+70% +$189K 0.07% 237
2024
Q1 		$279K Sell
3,194
-1,791
-36% -$143K 0.04% 309
2023
Q4 		$377K Buy
4,985
+406
+9% +$28.5K 0.05% 335
2023
Q3 		$317K Buy
+4,579
New +$330K 0.07% 219
2022
Q4 		– Sell
-4,579
Closed -$317K – 398
2022
Q3 		$317K Buy
+4,579
New +$302K 0.07% 219

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
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 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Silver Oak Securities's MDYG Position: Q1 2026 in Review

Silver Oak Securities sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2026, closing a stake of 4,914 shares — an estimated $459K sold.

Silver Oak Securities first reported a position in MDYG in Q3 2022 and held it in 11 quarters. The position peaked at $513K in Q3 2024. 398 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Silver Oak Securities reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Silver Oak Securities sold 4,914 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $459K.
  • Silver Oak Securities first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2022 and held it in 11 quarters.
  • Silver Oak Securities's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $513K in Q3 2024.
  • 398 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.