Beacon Pointe Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Beacon Pointe Advisors’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	$870K	Hold	7,758	–	–	﹤0.01%	1096
2026 Q1	$744K	Buy	7,758 +30	+0.4%	+$2.94K	﹤0.01%	1110
2025 Q4	$714K	Sell	7,728 -228	-3%	-$21K	0.01%	943
2025 Q3	$728K	Buy	7,956 +2,255	+40%	+$203K	0.01%	878
2025 Q2	$495K	Buy	5,701 +3	+0.1%	+$245	0.01%	887
2025 Q1	$453K	Buy	5,698 +251	+5%	+$21.6K	0.01%	876
2024 Q4	$473K	Buy	5,447 +3	+0.1%	+$270	0.01%	849
2024 Q3	$478K	Buy	5,444 +3	+0.1%	+$256	0.01%	873
2024 Q2	$457K	Buy	5,441 +2	+0%	+$169	0.01%	899
2024 Q1	$475K	Sell	5,439 -2,211	-29%	-$176K	0.01%	936
2023 Q4	$579K	Buy	7,650 +4	+0.1%	+$281	0.01%	851
2023 Q3	$529K	Buy	7,646 +5	+0.1%	+$360	0.01%	850
2023 Q2	$548K	Buy	7,641 +3	+0%	+$205	0.01%	684
2023 Q1	$523K	Sell	7,638 -113	-1%	-$7.72K	0.01%	749
2022 Q4	$506K	Buy	7,751 +119	+2%	+$7.83K	0.01%	681
2022 Q3	$461K	Buy	7,632 +3	+0%	+$198	0.01%	665
2022 Q2	$465K	Sell	7,629 -592	-7%	-$39.8K	0.01%	676
2022 Q1	$610K	Buy	8,221 +299	+4%	+$22.1K	0.01%	754
2021 Q4	$646K	Sell	7,922 -2	-0%	-$160	0.02%	485
2021 Q3	$599K	Buy	7,924 +6	+0.1%	+$467	0.01%	505
2021 Q2	$614K	Buy	7,918 +1	+0%	+$77	0.02%	436
2021 Q1	$594K	Buy	7,917 +4,245	+116%	+$314K	0.04%	270
2020 Q4	$255K	Sell	3,672 -37	-1%	-$2.37K	0.02%	408
2020 Q3	$213K	Buy	+3,709	New	+$212K	0.02%	364

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

Beacon Pointe Advisors's MDYG Position: Q2 2026 in Review

Beacon Pointe Advisors held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 7,758 shares worth $870K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Beacon Pointe Advisors first reported a position in MDYG in Q3 2020 and has held it in 24 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Beacon Pointe Advisors held 7,758 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $870K as of Q2 2026.
Beacon Pointe Advisors 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 ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1096 holding.
Beacon Pointe Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2020 and has held it in 24 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 Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.