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

Advisor OS’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
Q2 		$1.4M Buy
12,534
+498
+4% +$52.8K 0.09% 157
2026
Q1 		$1.15M Sell
12,036
-8,034
-40% -$787K 0.08% 164
2025
Q4 		$1.86M Buy
20,070
+12,240
+156% +$1.12M 0.15% 104
2025
Q3 		$717K Sell
7,830
-1,140
-13% -$102K 0.06% 200
2025
Q2 		$779K Buy
8,970
+6,104
+213% +$499K 0.08% 188
2025
Q1 		$228K Buy
+2,866
New +$247K 0.03% 383

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

Advisor OS's MDYG Position: Q2 2026 in Review

Advisor OS increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 4.1% in Q2 2026, buying an estimated $52.8K and bringing the position to 12,534 shares worth $1.4M. The position accounts for 0.09% of the portfolio, ranked #157.

Advisor OS first reported a position in MDYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.86M in Q4 2025. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Advisor OS held 12,534 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.4M as of Q2 2026.
  • Advisor OS bought 498 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $52.8K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.09% of Advisor OS's portfolio in Q2 2026, its #157 holding.
  • Advisor OS first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • Advisor OS's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.86M in Q4 2025.
  • 420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.