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

Basepoint Wealth’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	$125K	Hold	1,118	–	–	0.07%	143
2026 Q1	$107K	Sell	1,118 -160	-13%	-$15.7K	0.06%	141
2025 Q4	$118K	Sell	1,278 -1,300	-50%	-$119K	0.07%	132
2025 Q3	$236K	Buy	2,578 +4	+0.2%	+$360	0.17%	90
2025 Q2	$224K	Buy	2,574 +6	+0.2%	+$490	0.17%	92
2025 Q1	$204K	Hold	2,568	–	–	0.16%	97
2024 Q4	$223K	Hold	2,568	–	–	0.18%	95
2024 Q3	$225K	Buy	2,568 +6	+0.2%	+$512	0.17%	98
2024 Q2	$215K	Sell	2,562 -226	-8%	-$19.1K	0.17%	102
2024 Q1	$243K	Buy	+2,788	New	+$222K	0.18%	100

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

Basepoint Wealth's MDYG Position: Q2 2026 in Review

Basepoint Wealth held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 1,118 shares worth $125K. The position accounts for 0.07% of the portfolio, ranked #143.

Basepoint Wealth first reported a position in MDYG in Q1 2024 and has held it in 10 quarters since. The position peaked at $243K in Q1 2024. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Basepoint Wealth held 1,118 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $125K as of Q2 2026.
Basepoint Wealth 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 0.07% of Basepoint Wealth's portfolio in Q2 2026, its #143 holding.
Basepoint Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
Basepoint Wealth's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $243K in Q1 2024.
421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.