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

Sunbelt 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
2025 Q4	–	Sell	-240	Closed	-$22K	–	2887
2025 Q3	$22K	Buy	+240	New	+$21.6K	﹤0.01%	1234
2024 Q3	–	Sell	-161	Closed	-$13.5K	–	1886
2024 Q2	$13.5K	Hold	161	–	–	﹤0.01%	1202
2024 Q1	$14.1K	Hold	161	–	–	﹤0.01%	1163
2023 Q4	$12.2K	Hold	161	–	–	﹤0.01%	1133
2023 Q3	$11.1K	Hold	161	–	–	﹤0.01%	1126
2023 Q2	$11.5K	Hold	161	–	–	﹤0.01%	1145
2023 Q1	$10.8K	Buy	+161	New	+$11K	﹤0.01%	1110

Other funds holding MDYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Sunbelt Securities's MDYG Position: Q4 2025 in Review

Sunbelt Securities sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2025, closing a stake of 240 shares — an estimated $22K sold.

Sunbelt Securities first reported a position in MDYG in Q1 2023 and held it in 7 quarters. The position peaked at $22K in Q3 2025. 385 funds tracked by Wall St. Rank hold MDYG as of Q4 2025.

Sunbelt Securities reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Sunbelt Securities sold 240 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2025, an estimated $22K.
Sunbelt Securities first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2023 and held it in 7 quarters.
Sunbelt Securities's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $22K in Q3 2025.
385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.