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

SWMG LLC’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
Q3 		– Sell
-6,802
Closed -$613K – 120
2025
Q2 		$613K Buy
6,802
+3,020
+80% +$247K 0.21% 70
2025
Q1 		$296K Sell
3,782
-11,917
-76% -$1.03M 0.12% 95
2024
Q4 		$1.45M Sell
15,699
-704
-4% -$63.3K 0.58% 29
2024
Q3 		$1.5M Buy
16,403
+8,287
+102% +$708K 0.62% 28
2024
Q2 		$682K Sell
8,116
-12,744
-61% -$1.08M 0.3% 46
2024
Q1 		$1.82M Buy
20,860
+381
+2% +$30.4K 0.82% 26
2023
Q4 		$1.55M Sell
20,479
-3,666
-15% -$257K 0.74% 25
2023
Q3 		$1.67M Buy
24,145
+1,768
+8% +$127K 0.88% 22
2023
Q2 		$1.6M Buy
22,377
+6,409
+40% +$438K 0.84% 20
2023
Q1 		$1.09M Buy
15,968
+3,933
+33% +$269K 0.61% 27
2022
Q4 		$786K Buy
+12,035
New +$792K 0.48% 31

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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SWMG LLC's MDYG Position: Q3 2025 in Review

SWMG LLC sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2025, closing a stake of 6,802 shares — an estimated $613K sold.

SWMG LLC first reported a position in MDYG in Q4 2022 and held it in 11 quarters. The position peaked at $1.82M in Q1 2024. 385 funds tracked by Wall St. Rank hold MDYG as of Q3 2025.

  • SWMG LLC reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • SWMG LLC sold 6,802 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2025, an estimated $613K.
  • SWMG LLC first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2022 and held it in 11 quarters.
  • SWMG LLC's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.82M in Q1 2024.
  • 385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2025.

Based on SWMG LLC's 13F filing for Q3 2025, filed 24 Oct 2025.