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Tanglewood Legacy Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Tanglewood Legacy Advisors’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 		$3.74K Hold
39
– – ﹤0.01% 249
2025
Q4 		$3.6K Hold
39
– – ﹤0.01% 246
2025
Q3 		$3.57K Hold
39
– – ﹤0.01% 251
2025
Q2 		$3.39K Hold
39
– – ﹤0.01% 265
2025
Q1 		$3.1K Hold
39
– – ﹤0.01% 274
2024
Q4 		$3.39K Buy
+39
New +$3.51K ﹤0.01% 272

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 $1.61B AUM 19.97% 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 $21.3B AUM 22.13% 1-Year Est. Return

Tanglewood Legacy Advisors's MDYG Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q1 2026 at 39 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Tanglewood Legacy Advisors first reported a position in MDYG in Q4 2024 and has held it in 6 quarters since. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Tanglewood Legacy Advisors held 39 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $3.74K as of Q1 2026.
  • Tanglewood Legacy Advisors left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #249 holding.
  • Tanglewood Legacy Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.