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

Beam Wealth 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	$1.31M	Buy	11,656 +5	+0%	+$530	0.29%	67
2026 Q1	$1.12M	Buy	11,651 +220	+2%	+$21.6K	0.28%	65
2025 Q4	$1.06M	Buy	11,431 +6	+0.1%	+$551	0.29%	66
2025 Q3	$1.05M	Buy	11,425 +621	+6%	+$55.8K	0.29%	70
2025 Q2	$939K	Buy	+10,804	New	+$883K	0.28%	77
2024 Q2	–	Sell	-4,986	Closed	-$435K	–	132
2024 Q1	$435K	Buy	+4,986	New	+$397K	0.26%	67
2020 Q1	–	Sell	-6,260	Closed	-$357K	–	166
2019 Q4	$357K	Buy	+6,260	New	+$344K	0.33%	96

Other funds holding MDYG

FWP

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

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

SWM

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

Beam Wealth Advisors's MDYG Position: Q2 2026 in Review

Beam Wealth Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.04% in Q2 2026, buying an estimated $530 and bringing the position to 11,656 shares worth $1.31M. The position accounts for 0.29% of the portfolio, ranked #67.

Beam Wealth Advisors first reported a position in MDYG in Q4 2019 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Beam Wealth Advisors held 11,656 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.31M as of Q2 2026.
Beam Wealth Advisors bought 5 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $530.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.29% of Beam Wealth Advisors's portfolio in Q2 2026, its #67 holding.
Beam Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2019 and has held it in 7 quarters since.
187 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.