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

Smith Anglin Financial’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
2025 Q2	$1.32M	Sell	15,162 -1,683	-10%	-$138K	0.12%	72
2025 Q1	$1.34M	Buy	16,845 +208	+1%	+$17.9K	0.14%	61
2024 Q4	$1.45M	Buy	16,637 +40	+0.2%	+$3.6K	0.14%	59
2024 Q3	$1.46M	Sell	16,597 -1,075	-6%	-$91.8K	0.14%	62
2024 Q2	$1.49M	Sell	17,672 -63	-0.4%	-$5.32K	0.15%	57
2024 Q1	$1.55M	Buy	17,735 +1,121	+7%	+$89.4K	0.16%	56
2023 Q4	$1.26M	Sell	16,614 -8,407	-34%	-$590K	0.14%	63
2023 Q3	$1.73M	Sell	25,021 -1,280	-5%	-$92.2K	0.21%	50
2023 Q2	$1.88M	Buy	+26,301	New	+$1.8M	0.23%	48
2022 Q1	–	Sell	-39,831	Closed	-$3.25M	–	151
2021 Q4	$3.25M	Sell	39,831 -1,927	-5%	-$154K	0.55%	35
2021 Q3	$3.16M	Buy	41,758 +345	+0.8%	+$26.8K	0.62%	36
2021 Q2	$3.21M	Sell	41,413 -2,205	-5%	-$170K	0.62%	34
2021 Q1	$3.28M	Sell	43,618 -68,779	-61%	-$5.08M	0.71%	32
2020 Q4	$7.79M	Buy	+112,397	New	+$7.19M	1.4%	22

Other funds holding MDYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Smith Anglin Financial's MDYG Position: Q2 2025 in Review

Smith Anglin Financial reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 10% in Q2 2025, selling an estimated $138K and leaving 15,162 shares worth $1.32M. The position accounts for 0.12% of the portfolio, ranked #72.

Smith Anglin Financial first reported a position in MDYG in Q4 2020 and has held it in 14 quarters since. The position peaked at $7.79M in Q4 2020. 393 funds tracked by Wall St. Rank hold MDYG as of Q2 2025.

Smith Anglin Financial held 15,162 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.32M as of Q2 2025.
Smith Anglin Financial sold 1,683 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2025, an estimated $138K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.12% of Smith Anglin Financial's portfolio in Q2 2025, its #72 holding.
Smith Anglin Financial first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and has held it in 14 quarters since.
Smith Anglin Financial's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $7.79M in Q4 2020.
393 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.