Total Wealth Planning’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Total Wealth Planning’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 Q4	$235K	Sell	2,547 -49,848	-95%	-$4.58M	0.5%	37
2025 Q3	$4.8M	Sell	52,395 -1,519	-3%	-$137K	0.56%	34
2025 Q2	$4.68M	Sell	53,914 -273	-0.5%	-$22.3K	0.59%	33
2025 Q1	$4.31M	Sell	54,187 -1,058	-2%	-$91K	0.66%	27
2024 Q4	$4.8M	Sell	55,245 -2,596	-4%	-$234K	0.75%	26
2024 Q3	$5.07M	Sell	57,841 -1,495	-3%	-$128K	0.79%	25
2024 Q2	$5.29M	Sell	59,336 -3,453	-5%	-$292K	0.87%	25
2024 Q1	$5.48M	Sell	62,789 -5,048	-7%	-$402K	0.94%	25
2023 Q4	$5.13M	Sell	67,837 -3,210	-5%	-$225K	0.93%	25
2023 Q3	$4.91M	Sell	71,047 -1,645	-2%	-$119K	1%	24
2023 Q2	$5.21M	Sell	72,692 -1,180	-2%	-$80.6K	1.08%	23
2023 Q1	$5.06M	Sell	73,872 -497	-0.7%	-$33.9K	1.12%	21
2022 Q4	$4.86M	Buy	74,369 +7,195	+11%	+$473K	1.2%	21
2022 Q3	$4.05M	Sell	67,174 -368	-0.5%	-$24.3K	1.15%	22
2022 Q2	$4.12M	Buy	67,542 +5,660	+9%	+$381K	1.19%	20
2022 Q1	$4.59M	Sell	61,882 -25,685	-29%	-$1.9M	1.24%	19
2021 Q4	$4.6M	Buy	87,567 +26,411	+43%	+$2.12M	2.84%	11
2021 Q3	$4.63M	Sell	61,156 -452	-0.7%	-$35.2K	1.68%	13
2021 Q2	$4.78M	Sell	61,608 -1,125	-2%	-$86.6K	1.87%	12
2021 Q1	$4.71M	Sell	62,733 -4,317	-6%	-$319K	2%	12
2020 Q4	$4.65M	Sell	67,050 -6,083	-8%	-$389K	2.15%	12
2020 Q3	$4.2M	Sell	73,133 -9,150	-11%	-$522K	2.18%	12
2020 Q2	$4.43M	Sell	82,283 -1,874	-2%	-$93.4K	2.45%	12
2020 Q1	$3.6M	Sell	84,157 -12,833	-13%	-$677K	2.34%	11
2019 Q4	$5.54M	Buy	96,990 +1,893	+2%	+$104K	2.95%	10
2019 Q3	$5.11M	Buy	95,097 +6,116	+7%	+$330K	2.9%	10
2019 Q2	$4.83M	Buy	88,981 +1,414	+2%	+$75.3K	2.85%	10
2019 Q1	$4.6M	Buy	87,567 +5,109	+6%	+$259K	2.84%	11
2018 Q4	$3.78M	Buy	+82,458	New	+$4.15M	2.62%	11

Other funds holding MDYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Total Wealth Planning's MDYG Position: Q4 2025 in Review

Total Wealth Planning reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 95% in Q4 2025, selling an estimated $4.58M and leaving 2,547 shares worth $235K. The position accounts for 0.5% of the portfolio, ranked #37.

Total Wealth Planning first reported a position in MDYG in Q4 2018 and has held it in 29 quarters since. The position peaked at $5.54M in Q4 2019. 385 funds tracked by Wall St. Rank hold MDYG as of Q4 2025.

Total Wealth Planning held 2,547 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $235K as of Q4 2025.
Total Wealth Planning sold 49,848 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2025, an estimated $4.58M.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.5% of Total Wealth Planning's portfolio in Q4 2025, its #37 holding.
Total Wealth Planning first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2018 and has held it in 29 quarters since.
Total Wealth Planning's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $5.54M in Q4 2019.
385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.