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 Q2	$788K	Hold	7,029	–	–	0.02%	375
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 $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

Avidian Wealth Enterprises's MDYG Position: Q2 2026 in Review

Avidian Wealth Enterprises held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 7,029 shares worth $788K. The position accounts for 0.02% of the portfolio, ranked #375.

Avidian Wealth Enterprises first reported a position in MDYG in Q2 2014 and has held it in 7 quarters since. The position peaked at $2.07M in Q1 2015. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Avidian Wealth Enterprises held 7,029 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $788K as of Q2 2026.
Avidian Wealth Enterprises left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 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 7 quarters since.
Avidian Wealth Enterprises's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.07M in Q1 2015.
421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.