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Steward Partners Investment Advisory’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Steward Partners Investment Advisory’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
Q2 		$89.7K Buy
800
+21
+3% +$2.23K ﹤0.01% 2638
2026
Q1 		$74.8K Buy
779
+92
+13% +$9.02K ﹤0.01% 2554
2025
Q4 		$63.5K Buy
687
+8
+1% +$735 ﹤0.01% 2546
2025
Q3 		$62.2K Sell
679
-50
-7% -$4.5K ﹤0.01% 2498
2025
Q2 		$63.3K Sell
729
-38
-5% -$3.11K ﹤0.01% 2356
2025
Q1 		$60.9K Buy
767
+57
+8% +$4.9K ﹤0.01% 2275
2024
Q4 		$61.7K Hold
710
– – ﹤0.01% 2225
2024
Q3 		$62.3K Sell
710
-111
-14% -$9.48K ﹤0.01% 2124
2024
Q2 		$69K Buy
821
+24
+3% +$2.03K ﹤0.01% 1946
2024
Q1 		$69.6K Hold
797
– – ﹤0.01% 1948
2023
Q4 		$60.3K Buy
797
+560
+236% +$39.3K ﹤0.01% 1902
2023
Q3 		$16.4K Sell
237
-428
-64% -$30.8K ﹤0.01% 2408
2023
Q2 		$47.6K Hold
665
– – ﹤0.01% 1906
2023
Q1 		$45.5K Sell
665
-1,947
-75% -$133K ﹤0.01% 1891
2022
Q4 		$171K Sell
2,612
-46,574
-95% -$3.06M ﹤0.01% 1311
2022
Q3 		$2.97M Sell
49,186
-765
-2% -$50.5K 0.06% 332
2022
Q2 		$3.04M Buy
49,951
+885
+2% +$59.5K 0.06% 335
2022
Q1 		$3.64M Buy
49,066
+43,138
+728% +$3.19M 0.06% 329
2021
Q4 		$483K Buy
5,928
+1,690
+40% +$135K 0.01% 943
2021
Q3 		$321K Buy
4,238
+885
+26% +$68.8K 0.01% 1077
2021
Q2 		$260K Buy
3,353
+1,301
+63% +$100K ﹤0.01% 1353
2021
Q1 		$154K Buy
2,052
+879
+75% +$64.9K ﹤0.01% 1412
2020
Q4 		$81K Sell
1,173
-65
-5% -$4.16K ﹤0.01% 1453
2020
Q3 		$71K Sell
1,238
-12
-1% -$684 ﹤0.01% 1351
2020
Q2 		$67K Sell
1,250
-779
-38% -$38.8K ﹤0.01% 1296
2020
Q1 		$86K Sell
2,029
-10
-0.5% -$528 ﹤0.01% 1055
2019
Q4 		$116K Buy
2,039
+319
+19% +$17.5K ﹤0.01% 1072
2019
Q3 		$92K Sell
1,720
-23
-1% -$1.24K ﹤0.01% 1118
2019
Q2 		$94K Buy
+1,743
New +$92.8K ﹤0.01% 1082
2019
Q1 		– Sell
-9,878
Closed -$452K – 819
2018
Q4 		$452K Buy
9,878
+7,944
+411% +$399K 0.02% 509
2018
Q3 		$108K Sell
1,934
-230
-11% -$12.8K 0.01% 903
2018
Q2 		$117K Buy
2,164
+1,819
+527% +$97.7K 0.01% 801
2018
Q1 		$18K Sell
345
-261
-43% -$13.9K ﹤0.01% 1373
2017
Q4 		$31K Buy
+606
New +$31K ﹤0.01% 987

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
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
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

Steward Partners Investment Advisory's MDYG Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 2.7% in Q2 2026, buying an estimated $2.23K and bringing the position to 800 shares worth $89.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

Steward Partners Investment Advisory first reported a position in MDYG in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.64M in Q1 2022. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Steward Partners Investment Advisory held 800 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $89.7K as of Q2 2026.
  • Steward Partners Investment Advisory bought 21 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $2.23K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2638 holding.
  • Steward Partners Investment Advisory first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • Steward Partners Investment Advisory's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $3.64M in Q1 2022.
  • 420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.