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

SOA Wealth Advisors’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
Q4 		– Sell
-1,703
Closed -$156K – 896
2025
Q3 		$156K Buy
1,703
+3
+0.2% +$270 0.03% 231
2025
Q2 		$148K Buy
1,700
+3
+0.2% +$245 0.03% 232
2025
Q1 		$135K Buy
1,697
+4
+0.2% +$344 0.03% 229
2024
Q4 		$147K Sell
1,693
-338
-17% -$30.4K 0.03% 214
2024
Q3 		$178K Buy
2,031
+4
+0.2% +$342 0.03% 196
2024
Q2 		$170K Buy
2,027
+5
+0.2% +$422 0.03% 197
2024
Q1 		$177K Sell
2,022
-498
-20% -$39.7K 0.04% 191
2023
Q4 		$191K Hold
2,520
– – 0.04% 181
2023
Q3 		$174K Buy
2,520
+498
+25% +$35.9K 0.04% 179
2023
Q2 		$145K Hold
2,022
– – 0.03% 194
2023
Q1 		$138K Hold
2,022
– – 0.03% 197
2022
Q4 		$132K Buy
+2,022
New +$133K 0.04% 191

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $18.5B AUM 19.51% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

SOA Wealth Advisors's MDYG Position: Q4 2025 in Review

SOA Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2025, closing a stake of 1,703 shares — an estimated $156K sold.

SOA Wealth Advisors first reported a position in MDYG in Q4 2022 and held it in 12 quarters. The position peaked at $191K in Q4 2023. 385 funds tracked by Wall St. Rank hold MDYG as of Q4 2025.

  • SOA Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 1,703 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2025, an estimated $156K.
  • SOA Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2022 and held it in 12 quarters.
  • SOA Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $191K in Q4 2023.
  • 385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.