WANY
MDYG icon

Wealthspire Advisors (New York)’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Wealthspire Advisors (New York)’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 		$1.07M Sell
11,099
-1,524
-12% -$149K 0.01% 399
2025
Q4 		$1.17M Buy
12,623
+443
+4% +$40.7K 0.01% 397
2025
Q3 		$1.12M Sell
12,180
-620
-5% -$55.7K 0.01% 368
2025
Q2 		$1.11M Sell
12,800
-135
-1% -$11K 0.01% 369
2025
Q1 		$1.03M Buy
12,935
+514
+4% +$44.2K 0.01% 375
2024
Q4 		$1.08M Buy
+12,421
New +$1.12M 0.01% 357

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 $21.3B AUM 22.13% 1-Year Est. Return

Wealthspire Advisors (New York)'s MDYG Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 12% in Q1 2026, selling an estimated $149K and leaving 11,099 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #399.

Wealthspire Advisors (New York) first reported a position in MDYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.17M in Q4 2025. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Wealthspire Advisors (New York) held 11,099 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.07M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,524 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $149K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #399 holding.
  • Wealthspire Advisors (New York) first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Wealthspire Advisors (New York)'s State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.17M in Q4 2025.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.