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 Q2	$717K	Sell	6,400 -85	-1%	-$9.01K	0.04%	303
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	0.06%	241
2024 Q4	$956K	Sell	11,003 -586	-5%	-$52.7K	0.08%	181
2024 Q3	$1.02M	Sell	11,589 -674	-5%	-$57.5K	0.1%	151
2024 Q2	$1.03M	Buy	+12,263	New	+$1.04M	0.11%	145

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

Avestar Capital's MDYG Position: Q2 2026 in Review

Avestar Capital reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 1.3% in Q2 2026, selling an estimated $9.01K and leaving 6,400 shares worth $717K. The position accounts for 0.04% of the portfolio, ranked #303.

Avestar Capital first reported a position in MDYG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.03M in Q2 2024. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Avestar Capital held 6,400 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $717K as of Q2 2026.
Avestar Capital sold 85 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $9.01K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.04% of Avestar Capital's portfolio in Q2 2026, its #303 holding.
Avestar Capital first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
Avestar Capital's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.03M in Q2 2024.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.