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

Wambolt & Associates’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
Q2 		$1.21M Sell
13,832
-268
-2% -$21.9K 0.41% 74
2025
Q1 		$1.13M Buy
14,100
+103
+0.7% +$8.86K 0.38% 77
2024
Q4 		$1.22M Sell
13,997
-789
-5% -$71K 0.39% 77
2024
Q3 		$1.29M Sell
14,786
-547
-4% -$46.7K 0.35% 85
2024
Q2 		$1.28M Sell
15,333
-361
-2% -$30.5K 0.37% 79
2024
Q1 		$1.36M Sell
15,694
-2,721
-15% -$217K 0.41% 77
2023
Q4 		$1.39M Sell
18,415
-2,500
-12% -$175K 0.46% 77
2023
Q3 		$1.43M Sell
20,915
-979
-4% -$70.5K 0.52% 63
2023
Q2 		$1.57M Sell
21,894
-634
-3% -$43.3K 0.56% 57
2023
Q1 		$1.55M Sell
22,528
-137
-0.6% -$9.36K 0.55% 56
2022
Q4 		$1.48M Sell
22,665
-380
-2% -$25K 0.57% 62
2022
Q3 		$1.39M Sell
23,045
-16,646
-42% -$1.1M 0.59% 55
2022
Q2 		$2.42M Sell
39,691
-1,240
-3% -$83.4K 0.97% 18
2022
Q1 		$3.06M Buy
40,931
+10,204
+33% +$755K 1.11% 12
2021
Q4 		$2.5M Sell
30,727
-576
-2% -$46.2K 0.91% 23
2021
Q3 		$2.4M Sell
31,303
-209
-0.7% -$16.3K 0.96% 19
2021
Q2 		$2.46M Sell
31,512
-1,474
-4% -$113K 1.05% 13
2021
Q1 		$2.52M Sell
32,986
-37
-0.1% -$2.73K 1.31% 9
2020
Q4 		$2.29M Buy
33,023
+1,916
+6% +$123K 1.37% 7
2020
Q3 		$1.78M Buy
31,107
+179
+0.6% +$10.2K 1.33% 12
2020
Q2 		$1.66M Sell
30,928
-253
-0.8% -$12.6K 1.31% 14
2020
Q1 		$1.33M Buy
31,181
+278
+0.9% +$14.7K 1.38% 19
2019
Q4 		$1.76M Buy
30,903
+1,206
+4% +$66.3K 1.34% 18
2019
Q3 		$1.59M Buy
29,697
+27
+0.1% +$1.46K 1.32% 20
2019
Q2 		$1.61M Buy
29,670
+1,702
+6% +$90.6K 1.36% 16
2019
Q1 		$1.49M Buy
27,968
+254
+0.9% +$12.9K 1.35% 18
2018
Q4 		$1.27M Buy
+27,714
New +$1.39M 1.4% 18

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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wambolt & Associates's MDYG Position: Q2 2025 in Review

Wambolt & Associates reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 1.9% in Q2 2025, selling an estimated $21.9K and leaving 13,832 shares worth $1.21M. The position accounts for 0.41% of the portfolio, ranked #74.

Wambolt & Associates first reported a position in MDYG in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.06M in Q1 2022. 392 funds tracked by Wall St. Rank hold MDYG as of Q2 2025.

  • Wambolt & Associates held 13,832 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.21M as of Q2 2025.
  • Wambolt & Associates sold 268 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2025, an estimated $21.9K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.41% of Wambolt & Associates's portfolio in Q2 2025, its #74 holding.
  • Wambolt & Associates first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2018 and has held it in 27 quarters since.
  • Wambolt & Associates's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $3.06M in Q1 2022.
  • 392 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.