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

Arkadios Wealth 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
Q2 		$492K Sell
4,388
-755
-15% -$80K 0.01% 1132
2026
Q1 		$494K Buy
5,143
+68
+1% +$6.67K 0.01% 1118
2025
Q4 		$469K Hold
5,075
– – 0.01% 1044
2025
Q3 		$465K Sell
5,075
-99
-2% -$8.9K 0.01% 964
2025
Q2 		$450K Buy
5,174
+543
+12% +$44.4K 0.01% 888
2025
Q1 		$368K Sell
4,631
-192
-4% -$16.5K 0.01% 821
2024
Q4 		$419K Sell
4,823
-209
-4% -$18.8K 0.02% 617
2024
Q3 		$442K Sell
5,032
-207
-4% -$17.7K 0.03% 585
2024
Q2 		$440K Buy
5,239
+208
+4% +$17.6K 0.03% 493
2024
Q1 		$439K Sell
5,031
-35
-0.7% -$2.79K 0.03% 410
2023
Q4 		$383K Sell
5,066
-90
-2% -$6.31K 0.03% 449
2023
Q3 		$356K Buy
5,156
+56
+1% +$4.03K 0.03% 428
2023
Q2 		$365K Sell
5,100
-360
-7% -$24.6K 0.04% 388
2023
Q1 		$374K Sell
5,460
-75
-1% -$5.12K 0.04% 374
2022
Q4 		$362K Hold
5,535
– – 0.05% 352
2022
Q3 		$334K Buy
5,535
+410
+8% +$27.1K 0.05% 347
2022
Q2 		$312K Sell
5,125
-2,934
-36% -$197K 0.05% 387
2022
Q1 		$598K Sell
8,059
-1,308
-14% -$96.8K 0.08% 273
2021
Q4 		$764K Hold
9,367
– – 0.1% 233
2021
Q3 		$708K Sell
9,367
-588
-6% -$45.7K 0.1% 226
2021
Q2 		$771K Buy
9,955
+70
+0.7% +$5.39K 0.09% 250
2021
Q1 		$742K Buy
9,885
+61
+0.6% +$4.51K 0.12% 192
2020
Q4 		$681K Buy
9,824
+675
+7% +$43.2K 0.14% 155
2020
Q3 		$561K Sell
9,149
-244
-3% -$13.9K 0.28% 81
2020
Q2 		$508K Sell
9,393
-225
-2% -$11.2K 0.28% 80
2020
Q1 		$412K Sell
9,618
-90
-0.9% -$4.75K 0.26% 93
2019
Q4 		$573K Buy
+9,708
New +$534K 0.34% 72

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

Arkadios Wealth Advisors's MDYG Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 15% in Q2 2026, selling an estimated $80K and leaving 4,388 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #1132.

Arkadios Wealth Advisors first reported a position in MDYG in Q4 2019 and has held it in 27 quarters since. The position peaked at $771K in Q2 2021. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Arkadios Wealth Advisors held 4,388 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $492K as of Q2 2026.
  • Arkadios Wealth Advisors sold 755 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $80K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1132 holding.
  • Arkadios Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $771K in Q2 2021.
  • 420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.