AWM
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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Aviso Wealth Management's MDYG Position: Q3 2025 in Review

Aviso Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2025, closing a stake of 2,459 shares — an estimated $214K sold.

Aviso Wealth Management first reported a position in MDYG in Q4 2023 and held it in 6 quarters. The position peaked at $322K in Q1 2024. 385 funds tracked by Wall St. Rank hold MDYG as of Q3 2025.

  • Aviso Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Aviso Wealth Management sold 2,459 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2025, an estimated $214K.
  • Aviso Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and held it in 6 quarters.
  • Aviso Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $322K in Q1 2024.
  • 385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2025.

Based on Aviso Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.