TS Financial Group (TSFG)’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

TS Financial Group (TSFG)’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	$38K	Hold	399	–	–	0.01%	385
2025 Q4	$37K	Hold	399	–	–	0.01%	385
2025 Q3	$37K	Hold	399	–	–	0.01%	386
2025 Q2	$35K	Sell	399 -1,000	-71%	-$81.8K	0.01%	384
2025 Q1	$111K	Hold	1,399	–	–	0.02%	205
2024 Q4	$122K	Hold	1,399	–	–	0.03%	188
2024 Q3	$123K	Hold	1,399	–	–	0.03%	194
2024 Q2	$118K	Hold	1,399	–	–	0.03%	183
2024 Q1	$122K	Hold	1,399	–	–	0.03%	175
2023 Q4	$106K	Hold	1,399	–	–	0.03%	200
2023 Q3	$97K	Hold	1,399	–	–	0.03%	202
2023 Q2	$100K	Hold	1,399	–	–	0.04%	189
2023 Q1	$96K	Hold	1,399	–	–	0.04%	194
2022 Q4	$91K	Hold	1,399	–	–	0.04%	204
2022 Q3	$84K	Hold	1,399	–	–	0.04%	186
2022 Q2	$85K	Buy	1,399 +1,000	+251%	+$67.3K	0.04%	202
2022 Q1	$30K	Hold	399	–	–	0.01%	360
2021 Q4	$33K	Hold	399	–	–	0.01%	355
2021 Q3	$30K	Hold	399	–	–	0.01%	377
2021 Q2	$31K	Hold	399	–	–	0.01%	372
2021 Q1	$30K	Hold	399	–	–	0.02%	316
2020 Q4	$28K	Hold	399	–	–	0.02%	322
2020 Q3	$23K	Hold	399	–	–	0.01%	317
2020 Q2	$21K	Sell	399 -24	-6%	-$1.2K	0.01%	313
2020 Q1	$18K	Hold	423	–	–	0.02%	297
2019 Q4	$24K	Hold	423	–	–	0.02%	310
2019 Q3	$23K	Hold	423	–	–	0.02%	298
2019 Q2	$23K	Hold	423	–	–	0.02%	296
2019 Q1	$22K	Buy	+423	New	+$21.4K	0.02%	292

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

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

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

TS Financial Group (TSFG)'s MDYG Position: Q1 2026 in Review

TS Financial Group (TSFG) held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q1 2026 at 399 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #385.

TS Financial Group (TSFG) first reported a position in MDYG in Q1 2019 and has held it in 29 quarters since. The position peaked at $123K in Q3 2024. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

TS Financial Group (TSFG) held 399 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $38K as of Q1 2026.
TS Financial Group (TSFG) 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 TS Financial Group (TSFG)'s portfolio in Q1 2026, its #385 holding.
TS Financial Group (TSFG) first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2019 and has held it in 29 quarters since.
TS Financial Group (TSFG)'s State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $123K in Q3 2024.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2026, filed 27 Apr 2026.