4A
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4Wealth Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

4Wealth 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
Q3 		$228K Buy
2,176
+174
+9% +$18.8K 0.16% 122
2026
Q2 		$222K Buy
+2,002
New +$212K 0.17% 141

Other funds holding MDYG

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
TW
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

4Wealth Advisors's MDYG Position: Q3 2026 in Review

4Wealth Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 8.7% in Q3 2026, buying an estimated $18.8K and bringing the position to 2,176 shares worth $228K. The position accounts for 0.16% of the portfolio, ranked #122.

4Wealth Advisors first reported a position in MDYG in Q2 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

  • 4Wealth Advisors held 2,176 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $228K as of Q3 2026.
  • 4Wealth Advisors bought 174 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2026, an estimated $18.8K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.16% of 4Wealth Advisors's portfolio in Q3 2026, its #122 holding.
  • 4Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.