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

Beaumont Financial 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	$277K	Hold	2,469	–	–	0.02%	320
2026 Q1	$237K	Hold	2,469	–	–	0.02%	331
2025 Q4	$228K	Hold	2,469	–	–	0.02%	341
2025 Q3	$226K	Hold	2,469	–	–	0.02%	372
2025 Q2	$214K	Sell	2,469 -61	-2%	-$4.99K	0.02%	357
2025 Q1	$201K	Hold	2,530	–	–	0.02%	357
2024 Q4	$220K	Hold	2,530	–	–	0.02%	341
2024 Q3	$222K	Hold	2,530	–	–	0.02%	326
2024 Q2	$213K	Sell	2,530 -204	-7%	-$17.2K	0.02%	340
2024 Q1	$239K	Hold	2,734	–	–	0.02%	321
2023 Q4	$207K	Sell	2,734 -305	-10%	-$21.4K	0.02%	326
2023 Q3	$210K	Sell	3,039 -853	-22%	-$61.5K	0.02%	301
2023 Q2	$279K	Sell	3,892 -624	-14%	-$42.6K	0.03%	275
2023 Q1	$309K	Sell	4,516 -715	-14%	-$48.8K	0.03%	245
2022 Q4	$342K	Sell	5,231 -9	-0.2%	-$592	0.03%	225
2022 Q3	$316K	Buy	+5,240	New	+$346K	0.03%	227

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

Beaumont Financial Advisors's MDYG Position: Q2 2026 in Review

Beaumont Financial Advisors held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 2,469 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #320.

Beaumont Financial Advisors first reported a position in MDYG in Q3 2022 and has held it in 16 quarters since. The position peaked at $342K in Q4 2022. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Beaumont Financial Advisors held 2,469 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $277K as of Q2 2026.
Beaumont Financial 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 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #320 holding.
Beaumont Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
Beaumont Financial Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $342K in Q4 2022.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.