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World Investment Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

World Investment Advisors’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 		$2.34M Buy
24,397
+486
+2% +$47.6K 0.04% 438
2025
Q4 		$2.21M Buy
23,911
+4,376
+22% +$402K 0.04% 443
2025
Q3 		$1.79M Buy
19,535
+65
+0.3% +$5.84K 0.04% 429
2025
Q2 		$1.69M Buy
19,470
+500
+3% +$40.9K 0.04% 407
2025
Q1 		$1.51M Buy
18,970
+619
+3% +$53.2K 0.04% 406
2024
Q4 		$1.59M Sell
18,351
-131
-0.7% -$11.8K 0.04% 378
2024
Q3 		$1.62M Buy
18,482
+231
+1% +$19.7K 0.05% 329
2024
Q2 		$1.53M Buy
18,251
+1,220
+7% +$103K 0.1% 191
2024
Q1 		$1.49M Sell
17,031
-3,710
-18% -$296K 0.21% 101
2023
Q4 		$1.57M Buy
20,741
+775
+4% +$54.4K 0.2% 102
2023
Q3 		$1.38M Buy
19,966
+293
+1% +$21.1K 0.27% 72
2023
Q2 		$1.41M Sell
19,673
-343
-2% -$23.4K 0.27% 67
2023
Q1 		$1.37M Buy
20,016
+178
+0.9% +$12.2K 0.29% 66
2022
Q4 		$1.3M Hold
19,838
– – 0.3% 63
2022
Q3 		$1.2M Hold
19,838
– – 0.28% 55
2022
Q2 		$1.37M Sell
19,838
-1,256
-6% -$84.5K 0.29% 55
2022
Q1 		$1.56M Hold
21,094
– – 0.32% 56
2021
Q4 		$1.58M Sell
21,094
-213,739
-91% -$17.1M 0.33% 56
2021
Q3 		$17.8M Buy
234,833
+11,013
+5% +$857K 4.02% 5
2021
Q2 		$17.4M Sell
223,820
-18,548
-8% -$1.43M 3.97% 6
2021
Q1 		$18.1M Buy
242,368
+221,531
+1,063% +$16.4M 4.37% 5
2020
Q4 		$1.6M Sell
20,837
-157,936
-88% -$10.1M 0.41% 49
2020
Q3 		$10.3M Sell
178,773
-1,958
-1% -$112K 3.51% 8
2020
Q2 		$10.7M Buy
180,731
+7,240
+4% +$361K 3.75% 8
2020
Q1 		$7.43M Buy
173,491
+13,133
+8% +$693K 3.45% 8
2019
Q4 		$9.15M Buy
160,358
+140,538
+709% +$7.73M 3.57% 9
2019
Q3 		$1.06M Sell
19,820
-152,423
-88% -$8.22M 0.46% 29
2019
Q2 		$9.26M Buy
172,243
+12,827
+8% +$683K 4.09% 7
2019
Q1 		$8.38M Buy
159,416
+8,251
+5% +$418K 3.81% 8
2018
Q4 		$7.79M Buy
+151,165
New +$7.6M 3.5% 6

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

World Investment Advisors's MDYG Position: Q1 2026 in Review

World Investment Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 2% in Q1 2026, buying an estimated $47.6K and bringing the position to 24,397 shares worth $2.34M. The position accounts for 0.04% of the portfolio, ranked #438.

World Investment Advisors first reported a position in MDYG in Q4 2018 and has held it in 30 quarters since. The position peaked at $18.1M in Q1 2021. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • World Investment Advisors held 24,397 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $2.34M as of Q1 2026.
  • World Investment Advisors bought 486 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $47.6K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.04% of World Investment Advisors's portfolio in Q1 2026, its #438 holding.
  • World Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • World Investment Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $18.1M in Q1 2021.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.