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

WealthPLAN Partners’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 		– Sell
-4,726
Closed -$437K – 248
2025
Q4 		$437K Sell
4,726
-814
-15% -$74.8K 0.07% 199
2025
Q3 		$507K Buy
5,540
+25
+0.5% +$2.25K 0.08% 172
2025
Q2 		$479K Sell
5,515
-287
-5% -$23.5K 0.08% 171
2025
Q1 		$461K Sell
5,802
-942
-14% -$81K 0.07% 172
2024
Q4 		$586K Hold
6,744
– – 0.08% 160
2024
Q3 		$592K Sell
6,744
-1,546
-19% -$132K 0.08% 166
2024
Q2 		$697K Buy
8,290
+3,161
+62% +$267K 0.07% 169
2024
Q1 		$448K Buy
5,129
+2,440
+91% +$194K 0.05% 215
2023
Q4 		$203K Buy
+2,689
New +$189K 0.02% 306
2023
Q3 		– Sell
-2,623
Closed -$188K – 793
2023
Q2 		$188K Sell
2,623
-71
-3% -$4.85K 0.03% 299
2023
Q1 		$184K Buy
+2,694
New +$184K 0.02% 319

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WealthPLAN Partners's MDYG Position: Q1 2026 in Review

WealthPLAN Partners sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2026, closing a stake of 4,726 shares — an estimated $437K sold.

WealthPLAN Partners first reported a position in MDYG in Q1 2023 and held it in 11 quarters. The position peaked at $697K in Q2 2024. 398 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • WealthPLAN Partners reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 4,726 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $437K.
  • WealthPLAN Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2023 and held it in 11 quarters.
  • WealthPLAN Partners's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $697K in Q2 2024.
  • 398 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.