Clarus Wealth Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Clarus Wealth Advisors’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	$2.65M	Sell	24,629 -1,021	-4%	-$108K	1.02%	29
2026 Q1	$2.5M	Sell	25,650 -555	-2%	-$54.4K	1.07%	26
2025 Q4	$2.56M	Buy	+26,205	New	+$2.41M	1.06%	26
2023 Q1	–	Sell	-52,398	Closed	-$3.5M	–	141
2022 Q4	$3.5M	Sell	52,398 -29,703	-36%	-$1.95M	2.3%	13
2022 Q3	$5.1M	Sell	82,101 -893	-1%	-$59K	3.64%	5
2022 Q2	$5.15M	Sell	82,994 -1,252	-1%	-$84.2K	3.62%	6
2022 Q1	$6.03M	Sell	84,246 -45,836	-35%	-$3.39M	3.75%	6
2021 Q4	$10.2M	Sell	130,082 -12,984	-9%	-$1.04M	5.87%	3
2021 Q3	$10.8M	Buy	143,066 +4,161	+3%	+$324K	6.67%	3
2021 Q2	$10.8M	Buy	138,905 +2,517	+2%	+$194K	6.79%	3
2021 Q1	$10.5M	Buy	136,388 +7,335	+6%	+$542K	6.58%	3
2020 Q4	$9.45M	Sell	129,053 -1,714	-1%	-$110K	6.28%	3
2020 Q3	$7.76M	Sell	130,767 -13,631	-9%	-$777K	6.02%	3
2020 Q2	$7.73M	Buy	144,398 +65,333	+83%	+$3.26M	6.51%	3
2020 Q1	$3.15M	Buy	79,065 +26,068	+49%	+$1.38M	3.15%	5
2019 Q4	$3.04M	Sell	52,997 -56,688	-52%	-$3.12M	2.01%	11
2019 Q3	$5.89M	Sell	109,685 -28,130	-20%	-$1.52M	4.31%	4
2019 Q2	$7.48M	Buy	137,815 +28,359	+26%	+$1.51M	5.41%	3
2019 Q1	$5.75M	Buy	+109,456	New	+$5.54M	4.3%	4

Other funds holding MDYG

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

FNT

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

PAG

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

SWM

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

Clarus Wealth Advisors's MDYG Position: Q2 2026 in Review

Clarus Wealth Advisors reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 4% in Q2 2026, selling an estimated $108K and leaving 24,629 shares worth $2.65M. The position accounts for 1.02% of the portfolio, ranked #29.

Clarus Wealth Advisors first reported a position in MDYG in Q1 2019 and has held it in 19 quarters since. The position peaked at $10.8M in Q3 2021. 187 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Clarus Wealth Advisors held 24,629 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $2.65M as of Q2 2026.
Clarus Wealth Advisors sold 1,021 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $108K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 1.02% of Clarus Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Clarus Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2019 and has held it in 19 quarters since.
Clarus Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $10.8M in Q3 2021.
187 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.