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

Wealth Management 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 		– Sell
-4,550
Closed -$362K – 224
2025
Q1 		$362K Sell
4,550
-100
-2% -$8.6K 0.15% 125
2024
Q4 		$404K Sell
4,650
-383
-8% -$34.5K 0.17% 112
2024
Q3 		$442K Sell
5,033
-2,445
-33% -$209K 0.19% 108
2024
Q2 		$629K Hold
7,478
– – 0.29% 69
2024
Q1 		$629K Buy
+7,478
New +$596K 0.29% 69

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 $10.1B AUM 14.03% 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

Wealth Management Associates's MDYG Position: Q2 2025 in Review

Wealth Management Associates sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2025, closing a stake of 4,550 shares — an estimated $362K sold.

Wealth Management Associates first reported a position in MDYG in Q1 2024 and held it in 5 quarters. The position peaked at $629K in Q2 2024. 392 funds tracked by Wall St. Rank hold MDYG as of Q2 2025.

  • Wealth Management Associates reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Management Associates sold 4,550 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2025, an estimated $362K.
  • Wealth Management Associates first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2024 and held it in 5 quarters.
  • Wealth Management Associates's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $629K in Q2 2024.
  • 392 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2025.

Based on Wealth Management Associates's 13F filing for Q2 2025, filed 4 Aug 2025.