Wallace Advisory Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Wallace Advisory Group’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	$262K	Sell	2,733 -113	-4%	-$11.1K	0.28%	97
2025 Q4	$263K	Sell	2,846 -415	-13%	-$38.1K	0.28%	100
2025 Q3	$283K	Sell	3,261 -177	-5%	-$15.9K	0.23%	128
2025 Q2	$273K	Sell	3,438 -117	-3%	-$9.56K	0.2%	145
2025 Q1	$309K	Sell	3,555 -132	-4%	-$11.4K	0.21%	137
2024 Q4	$323K	Sell	3,687 -128	-3%	-$11.5K	0.22%	129
2024 Q3	$321K	Hold	3,815	–	–	0.23%	113
2024 Q2	$321K	Sell	3,815 -3,221	-46%	-$272K	0.23%	115
2024 Q1	$532K	Sell	7,036 -546	-7%	-$43.5K	0.4%	68
2023 Q4	$524K	Buy	7,582 +5	+0.1%	+$351	0.41%	58
2023 Q3	$543K	Sell	7,577 -71	-0.9%	-$5.12K	0.39%	58
2023 Q2	$523K	Hold	7,648	–	–	0.4%	66
2023 Q1	$523K	Buy	7,648 +29	+0.4%	+$1.98K	0.4%	66
2022 Q4	$498K	Buy	+7,619	New	+$501K	0.39%	63

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

Wallace Advisory Group's MDYG Position: Q1 2026 in Review

Wallace Advisory Group reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 4% in Q1 2026, selling an estimated $11.1K and leaving 2,733 shares worth $262K. The position accounts for 0.28% of the portfolio, ranked #97.

Wallace Advisory Group first reported a position in MDYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $543K in Q3 2023. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

Wallace Advisory Group held 2,733 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $262K as of Q1 2026.
Wallace Advisory Group sold 113 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $11.1K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.28% of Wallace Advisory Group's portfolio in Q1 2026, its #97 holding.
Wallace Advisory Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $543K in Q3 2023.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.