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

Certified Advisory Corp’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 Q1	–	Sell	-2,434	Closed	-$225K	–	327
2025 Q4	$225K	Hold	2,434	–	–	0.02%	301
2025 Q3	$223K	Hold	2,434	–	–	0.02%	298
2025 Q2	$211K	Sell	2,434 -300	-11%	-$24.5K	0.02%	293
2025 Q1	$217K	Buy	2,734 +375	+16%	+$32.3K	0.02%	283
2024 Q4	$205K	Buy	+2,359	New	+$212K	0.02%	288
2020 Q2	–	Sell	-175	Closed	-$7K	–	791
2020 Q1	$7K	Hold	175	–	–	﹤0.01%	586
2019 Q4	$10K	Buy	+175	New	+$9.62K	﹤0.01%	588

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

FWP

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Certified Advisory Corp's MDYG Position: Q1 2026 in Review

Certified Advisory Corp sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2026, closing a stake of 2,434 shares — an estimated $225K sold.

Certified Advisory Corp first reported a position in MDYG in Q4 2019 and held it in 7 quarters. The position peaked at $225K in Q4 2025. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

Certified Advisory Corp reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Certified Advisory Corp sold 2,434 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $225K.
Certified Advisory Corp first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2019 and held it in 7 quarters.
Certified Advisory Corp's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $225K in Q4 2025.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Certified Advisory Corp's 13F filing for Q1 2026, filed 17 Apr 2026.