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

WealthShield 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 		$6.85M Buy
71,389
+617
+0.9% +$60.5K 0.76% 29
2025
Q4 		$6.54M Sell
70,772
-1,316
-2% -$121K 0.72% 32
2025
Q3 		$6.6M Sell
72,088
-1,066
-1% -$95.8K 0.75% 32
2025
Q2 		$6.35M Buy
73,154
+2,189
+3% +$179K 0.77% 32
2025
Q1 		$5.64M Buy
70,965
+920
+1% +$79.1K 0.72% 38
2024
Q4 		$6.09M Buy
70,045
+12,914
+23% +$1.16M 0.86% 33
2024
Q3 		$5.01M Sell
57,131
-3,463
-6% -$296K 0.68% 37
2024
Q2 		$5.09M Buy
60,594
+380
+0.6% +$32.1K 0.78% 29
2024
Q1 		$5.26M Sell
60,214
-9,830
-14% -$784K 0.85% 29
2023
Q4 		$5.3M Buy
70,044
+2,759
+4% +$194K 0.87% 26
2023
Q3 		$4.65M Sell
67,285
-2,110
-3% -$152K 0.7% 35
2023
Q2 		$4.97M Buy
69,395
+4,154
+6% +$284K 0.75% 31
2023
Q1 		$4.47M Buy
65,241
+1,592
+3% +$109K 0.72% 31
2022
Q4 		$4.16M Buy
63,649
+907
+1% +$59.7K 0.8% 27
2022
Q3 		$3.79M Sell
62,742
-1,742
-3% -$115K 0.75% 30
2022
Q2 		$3.93M Buy
64,484
+506
+0.8% +$34K 0.78% 30
2022
Q1 		$4.75M Buy
+63,978
New +$4.73M 0.76% 31
2021
Q2 		– Sell
-62
Closed -$5K – 982
2021
Q1 		$5K Buy
+62
New +$4.58K ﹤0.01% 962
2020
Q2 		– Sell
-48
Closed -$2K – 335
2020
Q1 		$2K Sell
48
-95
-66% -$5.01K ﹤0.01% 256
2019
Q4 		$8K Sell
143
-203
-59% -$11.2K ﹤0.01% 249
2019
Q3 		$19K Hold
346
– – 0.01% 223
2019
Q2 		$19K Buy
346
+47
+16% +$2.5K 0.01% 196
2019
Q1 		$16K Hold
299
– – 0.01% 224
2018
Q4 		$14K Hold
299
– – 0.01% 197
2018
Q3 		$17K Hold
299
– – 0.01% 192
2018
Q2 		$16K Buy
+299
New +$16.1K 0.01% 191

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WealthShield Partners's MDYG Position: Q1 2026 in Review

WealthShield Partners increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.87% in Q1 2026, buying an estimated $60.5K and bringing the position to 71,389 shares worth $6.85M. The position accounts for 0.76% of the portfolio, ranked #29.

WealthShield Partners first reported a position in MDYG in Q2 2018 and has held it in 26 quarters since. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • WealthShield Partners held 71,389 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $6.85M as of Q1 2026.
  • WealthShield Partners bought 617 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $60.5K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.76% of WealthShield Partners's portfolio in Q1 2026, its #29 holding.
  • WealthShield Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2018 and has held it in 26 quarters since.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.