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

Copia Wealth Management’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	$30K	Hold	268	–	–	0.02%	258
2026 Q1	$25.7K	Hold	268	–	–	0.02%	257
2025 Q4	$24.8K	Hold	268	–	–	0.02%	257
2025 Q3	$24.5K	Hold	268	–	–	0.02%	254
2025 Q2	$23.3K	Hold	268	–	–	0.02%	229
2025 Q1	$21.3K	Hold	268	–	–	0.02%	219
2024 Q4	$23.3K	Buy	+268	New	+$24.1K	0.02%	199

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

Copia Wealth Management's MDYG Position: Q2 2026 in Review

Copia Wealth Management held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 268 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #258.

Copia Wealth Management first reported a position in MDYG in Q4 2024 and has held it in 7 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Copia Wealth Management held 268 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $30K as of Q2 2026.
Copia Wealth Management 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 0.02% of Copia Wealth Management's portfolio in Q2 2026, its #258 holding.
Copia Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.