Belpointe Asset Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Belpointe Asset Management’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 Q2	–	Sell	-2,957	Closed	-$235K	–	996
2025 Q1	$235K	Buy	+2,957	New	+$254K	0.01%	798
2023 Q2	–	Sell	-785	Closed	-$53.7K	–	2206
2023 Q1	$53.7K	Buy	785 +164	+26%	+$11.2K	﹤0.01%	1660
2022 Q4	$40.6K	Buy	+621	New	+$40.9K	﹤0.01%	1729
2021 Q1	–	Sell	-16,575	Closed	-$1.15M	–	1040
2020 Q4	$1.15M	Buy	16,575 +102	+0.6%	+$6.53K	0.1%	225
2020 Q3	$945K	Buy	16,473 +178	+1%	+$10.2K	0.11%	216
2020 Q2	$877K	Sell	16,295 -104	-0.6%	-$5.18K	0.11%	194
2020 Q1	$702K	Buy	+16,399	New	+$865K	0.12%	196

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

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Belpointe Asset Management's MDYG Position: Q2 2025 in Review

Belpointe Asset Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2025, closing a stake of 2,957 shares — an estimated $235K sold.

Belpointe Asset Management first reported a position in MDYG in Q1 2020 and held it in 7 quarters. The position peaked at $1.15M in Q4 2020. 392 funds tracked by Wall St. Rank hold MDYG as of Q2 2025.

Belpointe Asset Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Belpointe Asset Management sold 2,957 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2025, an estimated $235K.
Belpointe Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2020 and held it in 7 quarters.
Belpointe Asset Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.15M in Q4 2020.
392 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2025.

Based on Belpointe Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.