TWM
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Topsail Wealth Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Topsail Wealth Management’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 		$218K Hold
2,270
– – 0.03% 159
2025
Q4 		$210K Buy
2,270
+85
+4% +$7.81K 0.03% 156
2025
Q3 		$200K Hold
2,185
– – 0.03% 156
2025
Q2 		$190K Buy
2,185
+40
+2% +$3.27K 0.03% 148
2025
Q1 		$170K Buy
2,145
+20
+0.9% +$1.72K 0.03% 140
2024
Q4 		$185K Buy
+2,125
New +$191K 0.04% 125

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

Topsail Wealth Management's MDYG Position: Q1 2026 in Review

Topsail Wealth Management held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q1 2026 at 2,270 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #159.

Topsail Wealth Management 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.

  • Topsail Wealth Management held 2,270 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $218K as of Q1 2026.
  • Topsail Wealth Management 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 0.03% of Topsail Wealth Management's portfolio in Q1 2026, its #159 holding.
  • Topsail Wealth Management 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 Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.