Thrive Capital Management (Pennsylvania)’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Thrive Capital Management (Pennsylvania)’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	$249K	Sell	2,222 -142	-6%	-$15K	0.05%	157
2026 Q1	$227K	Sell	2,364 -486	-17%	-$47.6K	0.05%	162
2025 Q4	$263K	Sell	2,850 -889	-24%	-$81.7K	0.06%	155
2025 Q3	$342K	Sell	3,739 -291	-7%	-$26.2K	0.09%	150
2025 Q2	$350K	Buy	+4,030	New	+$329K	0.11%	137
2024 Q4	–	Sell	-14,916	Closed	-$1.31M	–	145
2024 Q3	$1.31M	Sell	14,916 -1,554	-9%	-$133K	0.62%	66
2024 Q2	$1.38M	Buy	+16,470	New	+$1.39M	0.63%	65
2024 Q1	–	Sell	-33,789	Closed	-$2.56M	–	176
2023 Q4	$2.56M	Sell	33,789 -165	-0.5%	-$11.6K	1.37%	21
2023 Q3	$2.35M	Buy	33,954 +3,480	+11%	+$251K	1.3%	24
2023 Q2	$2.18M	Buy	30,474 +331	+1%	+$22.6K	1.25%	24
2023 Q1	$2.03M	Buy	30,143 +2,596	+9%	+$177K	1.28%	24
2022 Q4	$1.8M	Sell	27,547 -1,022	-4%	-$67.2K	1.18%	22
2022 Q3	$1.72M	Sell	28,569 -935	-3%	-$61.7K	1.17%	23
2022 Q2	$1.8M	Sell	29,504 -5,984	-17%	-$402K	1.25%	23
2022 Q1	$2.63M	Buy	35,488 +3,912	+12%	+$289K	1.59%	16
2021 Q4	$2.57M	Buy	31,576 +7,080	+29%	+$568K	1.68%	12
2021 Q3	$1.85M	Buy	24,496 +7,904	+48%	+$615K	1.37%	17
2021 Q2	$1.29M	Buy	16,592 +5,974	+56%	+$460K	1%	32
2021 Q1	$798K	Buy	10,618 +3,949	+59%	+$292K	0.75%	37
2020 Q4	$462K	Buy	+6,669	New	+$427K	0.49%	50

Other funds holding MDYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Thrive Capital Management (Pennsylvania)'s MDYG Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 6% in Q2 2026, selling an estimated $15K and leaving 2,222 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #157.

Thrive Capital Management (Pennsylvania) first reported a position in MDYG in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.63M in Q1 2022. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Thrive Capital Management (Pennsylvania) held 2,222 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $249K as of Q2 2026.
Thrive Capital Management (Pennsylvania) sold 142 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $15K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.05% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #157 holding.
Thrive Capital Management (Pennsylvania) first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and has held it in 20 quarters since.
Thrive Capital Management (Pennsylvania)'s State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.63M in Q1 2022.
421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.