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

Avidian Wealth Enterprises’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	$675K	Buy	+7,029	New	+$689K	0.02%	375
2015 Q3	–	Sell	-47,100	Closed	-$1.97M	–	39
2015 Q2	$1.97M	Sell	47,100 -2,070	-4%	-$87.3K	0.82%	13
2015 Q1	$2.07M	Buy	49,170 +333	+0.7%	+$13.6K	0.88%	17
2014 Q4	$1.93M	Buy	48,837 +40,992	+523%	+$1.58M	0.79%	14
2014 Q3	$295K	Buy	7,845 +1,068	+16%	+$41K	0.12%	35
2014 Q2	$263K	Buy	+6,777	New	+$254K	0.1%	39

Other funds holding MDYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Avidian Wealth Enterprises's MDYG Position: Q1 2026 in Review

Avidian Wealth Enterprises opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2026: 7,029 shares worth $675K. The stake represents 0.02% of the portfolio and ranks #375 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in MDYG as recently as Q2 2015.

Avidian Wealth Enterprises first reported a position in MDYG in Q2 2014 and has held it in 6 quarters since. The position peaked at $2.07M in Q1 2015. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

Avidian Wealth Enterprises held 7,029 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $675K as of Q1 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF was a new Avidian Wealth Enterprises position in Q1 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #375 holding.
Avidian Wealth Enterprises first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2014 and has held it in 6 quarters since.
Avidian Wealth Enterprises's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.07M in Q1 2015.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.