Brady Martz Wealth Solutions’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Brady Martz Wealth Solutions’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	$656K	Sell	5,854 -255	-4%	-$27K	0.1%	124
2026 Q1	$586K	Sell	6,109 -1,580	-21%	-$155K	0.1%	119
2025 Q4	$711K	Sell	7,689 -915	-11%	-$84.1K	0.13%	111
2025 Q3	$788K	Sell	8,604 -178	-2%	-$16K	0.14%	100
2025 Q2	$763K	Sell	8,782 -4,365	-33%	-$357K	0.15%	101
2025 Q1	$1.04M	Sell	13,147 -2,319	-15%	-$199K	0.24%	83
2024 Q4	$1.36M	Buy	+15,466	New	+$1.39M	0.33%	68

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

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 22.9% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

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

Brady Martz Wealth Solutions's MDYG Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 4.2% in Q2 2026, selling an estimated $27K and leaving 5,854 shares worth $656K. The position accounts for 0.1% of the portfolio, ranked #124.

Brady Martz Wealth Solutions first reported a position in MDYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q4 2024. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Brady Martz Wealth Solutions held 5,854 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $656K as of Q2 2026.
Brady Martz Wealth Solutions sold 255 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $27K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.1% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #124 holding.
Brady Martz Wealth Solutions first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.36M in Q4 2024.
423 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.