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

Avior Wealth Management’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	$5.51M	Buy	49,181 +31,936	+185%	+$3.38M	0.14%	136
2026 Q1	$1.65M	Buy	17,245 +278	+2%	+$27.2K	0.05%	272
2025 Q4	$1.57M	Sell	16,967 -254	-1%	-$23.3K	0.05%	231
2025 Q3	$1.58M	Sell	17,221 -84	-0.5%	-$7.55K	0.05%	224
2025 Q2	$1.5M	Buy	17,305 +32	+0.2%	+$2.62K	0.05%	217
2025 Q1	$1.37M	Sell	17,273 -9	-0.1%	-$774	0.05%	222
2024 Q4	$1.5M	Buy	17,282 +1,133	+7%	+$102K	0.05%	217
2024 Q3	$1.42M	Sell	16,149 -175	-1%	-$14.9K	0.06%	221
2024 Q2	$1.37M	Buy	16,324 +15,401	+1,669%	+$1.3M	0.06%	214
2024 Q1	$80.6K	Buy	923 +146	+19%	+$11.6K	﹤0.01%	1041
2023 Q4	$58.9K	Sell	777 -17	-2%	-$1.19K	﹤0.01%	697
2023 Q3	$54.9K	Buy	794 +2	+0.3%	+$144	﹤0.01%	745
2023 Q2	$56.8K	Buy	792 +1	+0.1%	+$68	﹤0.01%	733
2023 Q1	$54.2K	Buy	791 +1	+0.1%	+$68	﹤0.01%	750
2022 Q4	$51.7K	Sell	790 -1,055	-57%	-$69.4K	﹤0.01%	621
2022 Q3	$111K	Sell	1,845 -405	-18%	-$26.7K	0.01%	515
2022 Q2	$137K	Buy	2,250 +43	+2%	+$2.89K	0.01%	460
2022 Q1	$163K	Sell	2,207 -129	-6%	-$9.54K	0.01%	450
2021 Q4	$190K	Hold	2,336	–	–	0.02%	438
2021 Q3	$176K	Buy	2,336 +1,997	+589%	+$155K	0.01%	433
2021 Q2	$263K	Sell	339 -3,846	-92%	-$296K	0.03%	381
2021 Q1	$314K	Sell	4,185 -549	-12%	-$40.5K	0.03%	354
2020 Q4	$328K	Sell	4,734 -1,454	-23%	-$93K	0.04%	336
2020 Q3	$355K	Sell	6,188 -3,939	-39%	-$225K	0.05%	307
2020 Q2	$544K	Sell	10,127 -12,897	-56%	-$643K	0.09%	218
2020 Q1	$985K	Sell	23,024 -6,456	-22%	-$341K	0.19%	123
2019 Q4	$1.68M	Sell	29,480 -10,425	-26%	-$573K	0.27%	99
2019 Q3	$2.14M	Sell	39,905 -1,460	-4%	-$78.7K	0.38%	69
2019 Q2	$2.25M	Buy	41,365 +5,619	+16%	+$299K	0.4%	64
2019 Q1	$1.88M	Buy	35,746 +9,660	+37%	+$489K	0.4%	66
2018 Q4	$1.2M	Buy	26,086 +11,080	+74%	+$557K	0.29%	88
2018 Q3	$840K	Buy	15,006 +3,794	+34%	+$212K	0.18%	118
2018 Q2	$606K	Buy	11,212 +9,583	+588%	+$515K	0.14%	144
2018 Q1	$86K	Buy	1,629 +429	+36%	+$22.8K	0.02%	452
2017 Q4	$62K	Buy	1,200 +63	+6%	+$3.22K	0.01%	471
2017 Q3	$56K	Buy	1,137 +3	+0.3%	+$144	0.02%	204
2017 Q2	$54K	Sell	1,134 -21	-2%	-$992	0.02%	187
2017 Q1	$54K	Buy	1,155 +78	+7%	+$3.58K	0.02%	227
2016 Q4	$48K	Buy	1,077 +168	+18%	+$7.19K	0.02%	217
2016 Q3	$39K	Buy	909 +135	+17%	+$5.76K	0.02%	240
2016 Q2	$32K	Buy	774 +57	+8%	+$2.3K	0.01%	240
2016 Q1	$28K	Hold	717	–	–	0.01%	251
2015 Q4	$28K	Buy	717 +9	+1%	+$362	0.02%	223
2015 Q3	$27K	Buy	708 +3	+0.4%	+$123	0.02%	210
2015 Q2	$29K	Sell	705 -402	-36%	-$17K	0.02%	178
2015 Q1	$47K	Hold	1,107	–	–	0.04%	138
2014 Q4	$44K	Buy	1,107 +6	+0.5%	+$231	0.04%	141
2014 Q3	$41K	Buy	1,101 +3	+0.3%	+$115	0.03%	141
2014 Q2	$43K	Buy	1,098 +405	+58%	+$15.2K	0.04%	143
2014 Q1	$26K	Buy	+693	New	+$25.9K	0.02%	176

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

Avior Wealth Management's MDYG Position: Q2 2026 in Review

Avior Wealth Management increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 185% in Q2 2026, buying an estimated $3.38M and bringing the position to 49,181 shares worth $5.51M. The position accounts for 0.14% of the portfolio, ranked #136.

Avior Wealth Management first reported a position in MDYG in Q1 2014 and has held it in 50 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Avior Wealth Management held 49,181 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $5.51M as of Q2 2026.
Avior Wealth Management bought 31,936 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $3.38M.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.14% of Avior Wealth Management's portfolio in Q2 2026, its #136 holding.
Avior Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2014 and has held it in 50 quarters since.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.