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

Western Wealth Management’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 		$972K Sell
10,130
-6,201
-38% -$608K 0.04% 450
2025
Q4 		$1.51M Sell
16,331
-54
-0.3% -$4.96K 0.07% 268
2025
Q3 		$1.5M Buy
+16,385
New +$1.47M 0.08% 229

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

Western Wealth Management's MDYG Position: Q1 2026 in Review

Western Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 38% in Q1 2026, selling an estimated $608K and leaving 10,130 shares worth $972K. The position accounts for 0.04% of the portfolio, ranked #450.

Western Wealth Management first reported a position in MDYG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.51M in Q4 2025. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Western Wealth Management held 10,130 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $972K as of Q1 2026.
  • Western Wealth Management sold 6,201 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $608K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #450 holding.
  • Western Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Western Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.51M 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 Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.