Breakthru Advisory Services’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Breakthru Advisory Services’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	–	Sell	-2,355	Closed	-$226K	–	39
2026 Q1	$226K	Hold	2,355	–	–	0.36%	49
2025 Q4	$218K	Sell	2,355 -55	-2%	-$5.05K	0.14%	59
2025 Q3	$221K	Buy	+2,410	New	+$217K	0.15%	55
2025 Q1	–	Sell	-2,870	Closed	-$249K	–	34
2024 Q4	$249K	Buy	+2,870	New	+$258K	0.23%	48

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

Breakthru Advisory Services's MDYG Position: Q2 2026 in Review

Breakthru Advisory Services sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2026, closing a stake of 2,355 shares — an estimated $226K sold.

Breakthru Advisory Services first reported a position in MDYG in Q4 2024 and held it in 4 quarters. The position peaked at $249K in Q4 2024. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Breakthru Advisory Services reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Breakthru Advisory Services sold 2,355 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $226K.
Breakthru Advisory Services first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and held it in 4 quarters.
Breakthru Advisory Services's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $249K in Q4 2024.
421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Breakthru Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.