Beacon Capital Management LLC (Tennessee)’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-574	Closed	-$49.9K	–	661
2025 Q2	$49.9K	Buy	574 +62	+12%	+$5.07K	0.01%	333
2025 Q1	$40.7K	Buy	512 +33	+7%	+$2.84K	0.01%	345
2024 Q4	$41.6K	Buy	479 +1	+0.2%	+$90	0.01%	332
2024 Q3	$41.9K	Buy	478 +1	+0.2%	+$85	0.01%	352
2024 Q2	$40.1K	Hold	477	–	–	0.01%	325
2024 Q1	$41.6K	Hold	477	–	–	0.01%	323
2023 Q4	$33K	Hold	477	–	–	0.01%	299
2023 Q3	$34.2K	Hold	477	–	–	0.01%	313
2023 Q2	$34.2K	Buy	477 +181	+61%	+$12.4K	0.01%	313
2023 Q1	$20.3K	Hold	296	–	–	0.01%	359
2022 Q4	$19.3K	Sell	296 -33	-10%	-$2.17K	0.01%	381
2022 Q3	$20K	Hold	329	–	–	0.01%	342
2022 Q2	$24K	Hold	329	–	–	0.01%	356
2022 Q1	$24K	Buy	+329	New	+$24.3K	0.01%	356

Other funds holding MDYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s MDYG Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2025, closing a stake of 574 shares — an estimated $49.9K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in MDYG in Q1 2022 and held it in 14 quarters. The position peaked at $49.9K in Q2 2025. 385 funds tracked by Wall St. Rank hold MDYG as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 574 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2025, an estimated $49.9K.
Beacon Capital Management LLC (Tennessee) first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $49.9K in Q2 2025.
385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.