AC
MDYG icon

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

Avestar Capital’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 		$622K Buy
6,485
+127
+2% +$12.4K 0.04% 304
2025
Q4 		$588K Sell
6,358
-19
-0.3% -$1.75K 0.04% 309
2025
Q3 		$584K Sell
6,377
-213
-3% -$19.1K 0.04% 310
2025
Q2 		$572K Sell
6,590
-2,452
-27% -$200K 0.04% 305
2025
Q1 		$718K Sell
9,042
-1,961
-18% -$169K 0.07% 241
2024
Q4 		$956K Sell
11,003
-586
-5% -$52.7K 0.09% 181
2024
Q3 		$1.02M Sell
11,589
-674
-5% -$57.5K 0.11% 151
2024
Q2 		$1.03M Buy
+12,263
New +$1.04M 0.11% 145

Other funds holding MDYG

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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