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

Allworth Financial’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	$209K	Sell	1,866 -3,089	-62%	-$327K	﹤0.01%	1465
2026 Q1	$476K	Sell	4,955 -4	-0.1%	-$392	﹤0.01%	974
2025 Q4	$458K	Sell	4,959 -2	-0%	-$184	﹤0.01%	963
2025 Q3	$454K	Sell	4,961 -110	-2%	-$9.89K	﹤0.01%	928
2025 Q2	$441K	Sell	5,071 -833	-14%	-$68.1K	﹤0.01%	877
2025 Q1	$464K	Sell	5,904 -602	-9%	-$51.8K	﹤0.01%	706
2024 Q4	$599K	Sell	6,506 -44	-0.7%	-$3.96K	﹤0.01%	648
2024 Q3	$575K	Sell	6,550 -253	-4%	-$21.6K	﹤0.01%	546
2024 Q2	$584K	Sell	6,803 -2	-0%	-$169	﹤0.01%	540
2024 Q1	$594K	Sell	6,805 -200	-3%	-$15.9K	﹤0.01%	513
2023 Q4	$530K	Sell	7,005 -1,273	-15%	-$89.3K	﹤0.01%	511
2023 Q3	$572K	Sell	8,278 -467	-5%	-$33.6K	﹤0.01%	454
2023 Q2	$627K	Sell	8,745 -1,018	-10%	-$69.5K	0.01%	450
2023 Q1	$668K	Sell	9,763 -669	-6%	-$45.7K	0.01%	411
2022 Q4	$682K	Buy	10,432 +1,420	+16%	+$93.4K	0.01%	398
2022 Q3	$544K	Buy	9,012 +7,838	+668%	+$517K	0.01%	410
2022 Q2	$72K	Buy	1,174 +829	+240%	+$55.8K	﹤0.01%	797
2022 Q1	$26K	Sell	345 -13	-4%	-$962	﹤0.01%	1144
2021 Q4	$29K	Hold	358	–	–	﹤0.01%	991
2021 Q3	$27K	Sell	358 -4	-1%	-$311	﹤0.01%	933
2021 Q2	$28K	Buy	362 +5	+1%	+$385	﹤0.01%	768
2021 Q1	$27K	Buy	+357	New	+$26.4K	﹤0.01%	717
2020 Q2	–	Sell	-91	Closed	-$4K	–	1296
2020 Q1	$4K	Buy	+91	New	+$4.8K	﹤0.01%	926

Other funds holding MDYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Allworth Financial's MDYG Position: Q2 2026 in Review

Allworth Financial reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 62% in Q2 2026, selling an estimated $327K and leaving 1,866 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Allworth Financial first reported a position in MDYG in Q1 2020 and has held it in 23 quarters since. The position peaked at $682K in Q4 2022. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Allworth Financial held 1,866 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $209K as of Q2 2026.
Allworth Financial sold 3,089 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $327K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1465 holding.
Allworth Financial first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2020 and has held it in 23 quarters since.
Allworth Financial's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $682K in Q4 2022.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.