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

Aviso 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	$201K	Buy	+1,796	New	+$190K	0.07%	141
2025 Q3	–	Sell	-2,459	Closed	-$214K	–	144
2025 Q2	$214K	Buy	+2,459	New	+$201K	0.1%	138
2025 Q1	–	Sell	-2,486	Closed	-$216K	–	140
2024 Q4	$216K	Sell	2,486 -239	-9%	-$21.5K	0.11%	137
2024 Q3	$239K	Sell	2,725 -287	-10%	-$24.5K	0.13%	133
2024 Q2	$253K	Sell	3,012 -678	-18%	-$57.3K	0.15%	126
2024 Q1	$322K	Sell	3,690 -28	-0.8%	-$2.23K	0.2%	104
2023 Q4	$281K	Buy	+3,718	New	+$261K	0.2%	112

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

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

Aviso Wealth Management opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2026: 1,796 shares worth $201K. The stake represents 0.07% of the portfolio and ranks #141 among its holdings. This is a return to the name: Aviso Wealth Management previously reported a position in MDYG as recently as Q2 2025.

Aviso Wealth Management first reported a position in MDYG in Q4 2023 and has held it in 7 quarters since. The position peaked at $322K in Q1 2024. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Aviso Wealth Management held 1,796 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $201K as of Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF was a new Aviso Wealth Management position in Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.07% of Aviso Wealth Management's portfolio in Q2 2026, its #141 holding.
Aviso Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and has held it in 7 quarters since.
Aviso Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $322K in Q1 2024.
423 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.