Cadia Private Client’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Cadia Private Client’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	$412K	Hold	3,672	–	–	0.3%	50
2026 Q1	$352K	Hold	3,672	–	–	0.29%	50
2025 Q4	$339K	Buy	+3,672	New	+$337K	0.27%	46

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

Cadia Private Client's MDYG Position: Q2 2026 in Review

Cadia Private Client held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 3,672 shares worth $412K. The position accounts for 0.3% of the portfolio, ranked #50.

Cadia Private Client first reported a position in MDYG in Q4 2025 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Cadia Private Client held 3,672 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $412K as of Q2 2026.
Cadia Private Client 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 0.3% of Cadia Private Client's portfolio in Q2 2026, its #50 holding.
Cadia Private Client first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Cadia Private Client's 13F filing for Q2 2026, filed 11 Aug 2026.