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Syntegra Private Wealth Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Syntegra Private Wealth Group’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 		$4.9M Sell
43,748
-668
-2% -$70.8K 0.38% 27
2026
Q1 		$4.26M Sell
44,416
-1,107
-2% -$109K 0.4% 29
2025
Q4 		$4.21M Sell
45,523
-1,728
-4% -$159K 0.39% 32
2025
Q3 		$4.33M Sell
47,251
-2,681
-5% -$241K 0.41% 28
2025
Q2 		$4.34M Sell
49,932
-651
-1% -$53.2K 0.44% 27
2025
Q1 		$4.02M Sell
50,583
-1,093
-2% -$94K 0.47% 24
2024
Q4 		$4.49M Sell
51,676
-272
-0.5% -$24.5K 0.51% 24
2024
Q3 		$4.56M Sell
51,948
-398
-0.8% -$34K 0.53% 23
2024
Q2 		$4.4M Sell
52,346
-184
-0.4% -$15.5K 0.56% 23
2024
Q1 		$4.59M Sell
52,530
-25,902
-33% -$2.06M 0.59% 23
2023
Q4 		$5.93M Sell
78,432
-13,951
-15% -$979K 0.84% 17
2023
Q3 		$6.39M Sell
92,383
-5,663
-6% -$408K 1% 18
2023
Q2 		$7.02M Sell
98,046
-2,631
-3% -$180K 1.07% 19
2023
Q1 		$6.89M Buy
100,677
+2,931
+3% +$200K 1.23% 18
2022
Q4 		$6.39M Buy
+97,746
New +$6.43M 1.28% 15

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

Syntegra Private Wealth Group's MDYG Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 1.5% in Q2 2026, selling an estimated $70.8K and leaving 43,748 shares worth $4.9M. The position accounts for 0.38% of the portfolio, ranked #27.

Syntegra Private Wealth Group first reported a position in MDYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.02M in Q2 2023. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Syntegra Private Wealth Group held 43,748 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $4.9M as of Q2 2026.
  • Syntegra Private Wealth Group sold 668 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $70.8K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.38% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #27 holding.
  • Syntegra Private Wealth Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Syntegra Private Wealth Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $7.02M in Q2 2023.
  • 423 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.