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MDYG icon

Trilogy Capital’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Trilogy Capital’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 		$1.37M Sell
12,229
-33
-0.3% -$3.5K 0.05% 179
2026
Q1 		$1.18M Sell
12,262
-848
-6% -$83.1K 0.05% 180
2025
Q4 		$1.21M Buy
13,110
+31
+0.2% +$2.85K 0.05% 172
2025
Q3 		$1.2M Buy
13,079
+593
+5% +$53.3K 0.06% 170
2025
Q2 		$1.08M Sell
12,486
-58
-0.5% -$4.74K 0.05% 173
2025
Q1 		$997K Sell
12,544
-65
-0.5% -$5.59K 0.05% 175
2024
Q4 		$1.1M Buy
12,609
+2
+0% +$180 0.06% 170
2024
Q3 		$1.11M Sell
12,607
-236
-2% -$20.1K 0.06% 171
2024
Q2 		$1.08M Buy
12,843
+369
+3% +$31.2K 0.06% 166
2024
Q1 		$1.09M Sell
12,474
-109
-0.9% -$8.69K 0.06% 150
2023
Q4 		$952K Sell
12,583
-1,415
-10% -$99.3K 0.06% 151
2023
Q3 		$968K Buy
13,998
+830
+6% +$59.8K 0.07% 135
2023
Q2 		$975K Sell
13,168
-465
-3% -$31.8K 0.06% 144
2023
Q1 		$933K Buy
13,633
+92
+0.7% +$6.28K 0.07% 128
2022
Q4 		$885K Sell
13,541
-282
-2% -$18.6K 0.06% 130
2022
Q3 		$834K Sell
13,823
-178
-1% -$11.8K 0.07% 107
2022
Q2 		$853K Sell
14,001
-2,446
-15% -$164K 0.07% 100
2022
Q1 		$1.22M Buy
16,447
+88
+0.5% +$6.51K 0.09% 100
2021
Q4 		$1.33M Buy
+16,359
New +$1.31M 0.1% 74
2021
Q2 		– Sell
-319,366
Closed -$24M – 177
2021
Q1 		$24M Buy
+319,366
New +$23.6M 1.83% 17

Other funds holding MDYG

MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return