SWP
MDYG icon

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

Stratos Wealth Partners’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 		$6.02M Sell
62,735
-12,314
-16% -$1.21M 0.07% 295
2025
Q4 		$6.94M Buy
75,049
+3,004
+4% +$276K 0.08% 260
2025
Q3 		$6.6M Buy
72,045
+2,942
+4% +$264K 0.08% 264
2025
Q2 		$6M Buy
69,103
+6,367
+10% +$520K 0.08% 247
2025
Q1 		$4.99M Buy
62,736
+14,335
+30% +$1.23M 0.08% 263
2024
Q4 		$4.21M Buy
48,401
+3,483
+8% +$313K 0.06% 310
2024
Q3 		$3.94M Sell
44,918
-9,225
-17% -$788K 0.06% 307
2024
Q2 		$4.55M Buy
54,143
+13,737
+34% +$1.16M 0.07% 263
2024
Q1 		$3.53M Buy
40,406
+2,929
+8% +$233K 0.06% 311
2023
Q4 		$2.84M Buy
37,477
+5,240
+16% +$368K 0.05% 328
2023
Q3 		$2.23M Buy
32,237
+10,142
+46% +$731K 0.05% 361
2023
Q2 		$1.58M Buy
22,095
+1,752
+9% +$120K 0.04% 397
2023
Q1 		$1.39M Sell
20,343
-3,944
-16% -$269K 0.04% 392
2022
Q4 		$1.59M Sell
24,287
-1,623
-6% -$107K 0.04% 393
2022
Q3 		$1.56M Sell
25,910
-3,623
-12% -$239K 0.04% 366
2022
Q2 		$1.8M Sell
29,533
-10,057
-25% -$676K 0.05% 341
2022
Q1 		$2.94M Sell
39,590
-13,426
-25% -$993K 0.07% 273
2021
Q4 		$4.32M Buy
53,016
+524
+1% +$42K 0.1% 206
2021
Q3 		$3.97M Buy
52,492
+2,514
+5% +$196K 0.1% 208
2021
Q2 		$3.87M Buy
49,978
+5,428
+12% +$418K 0.1% 214
2021
Q1 		$3.35M Buy
44,550
+4,825
+12% +$356K 0.09% 215
2020
Q4 		$2.75M Buy
39,725
+2,972
+8% +$190K 0.08% 232
2020
Q3 		$2.11M Buy
36,753
+13,713
+60% +$782K 0.07% 254
2020
Q2 		$1.24M Buy
23,040
+1,613
+8% +$80.4K 0.04% 335
2020
Q1 		$917K Buy
21,427
+3,187
+17% +$168K 0.04% 353
2019
Q4 		$1.04M Sell
18,240
-1,747
-9% -$96.1K 0.04% 382
2019
Q3 		$1.07M Sell
19,987
-1,430
-7% -$77.1K 0.05% 350
2019
Q2 		$1.16M Sell
21,417
-1,382
-6% -$73.6K 0.05% 327
2019
Q1 		$1.2M Sell
22,799
-883
-4% -$44.7K 0.05% 321
2018
Q4 		$1.09M Buy
23,682
+8,324
+54% +$419K 0.06% 309
2018
Q3 		$859K Buy
15,358
+3,773
+33% +$210K 0.04% 368
2018
Q2 		$626K Sell
11,585
-2,197
-16% -$118K 0.03% 491
2018
Q1 		$724K Buy
13,782
+6,267
+83% +$333K 0.03% 436
2017
Q4 		$390K Sell
7,515
-441
-6% -$22.5K 0.02% 595
2017
Q3 		$391K Buy
7,956
+228
+3% +$10.9K 0.02% 580
2017
Q2 		$369K Buy
7,728
+2,682
+53% +$127K 0.02% 563
2017
Q1 		$234K Sell
5,046
-2,634
-34% -$121K 0.01% 669
2016
Q4 		$341K Buy
7,680
+381
+5% +$16.3K 0.02% 482
2016
Q3 		$310K Buy
7,299
+2,373
+48% +$101K 0.02% 473
2016
Q2 		$202K Buy
+4,926
New +$198K 0.02% 570
2015
Q3 		– Sell
-4,863
Closed -$203K – 582
2015
Q2 		$203K Hold
4,863
– – 0.03% 470
2015
Q1 		$204K Buy
+4,863
New +$198K 0.02% 551

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
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 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 $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Stratos Wealth Partners's MDYG Position: Q1 2026 in Review

Stratos Wealth Partners reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 16% in Q1 2026, selling an estimated $1.21M and leaving 62,735 shares worth $6.02M. The position accounts for 0.07% of the portfolio, ranked #295.

Stratos Wealth Partners first reported a position in MDYG in Q1 2015 and has held it in 42 quarters since. The position peaked at $6.94M in Q4 2025. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Stratos Wealth Partners held 62,735 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $6.02M as of Q1 2026.
  • Stratos Wealth Partners sold 12,314 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $1.21M.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.07% of Stratos Wealth Partners's portfolio in Q1 2026, its #295 holding.
  • Stratos Wealth Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2015 and has held it in 42 quarters since.
  • Stratos Wealth Partners's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $6.94M in Q4 2025.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.