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 Q3	$4.96M	Buy	46,446 +21,817	+89%	+$2.36M	1.81%	16
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

Rehmann Capital Advisory Group Lansing, Michigan $2.24B AUM 16.99% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Clarus Wealth Advisors's MDYG Position: Q3 2026 in Review

Clarus Wealth Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 89% in Q3 2026, buying an estimated $2.36M and bringing the position to 46,446 shares worth $4.96M. The position accounts for 1.81% of the portfolio, ranked #16.

Clarus Wealth Advisors first reported a position in MDYG in Q1 2019 and has held it in 20 quarters since. The position peaked at $10.8M in Q3 2021. 375 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

Clarus Wealth Advisors held 46,446 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $4.96M as of Q3 2026.
Clarus Wealth Advisors bought 21,817 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2026, an estimated $2.36M.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 1.81% of Clarus Wealth Advisors's portfolio in Q3 2026, its #16 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 20 quarters since.
Clarus Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $10.8M in Q3 2021.
375 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on Clarus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.