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

Denver 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	$719K	Sell	6,412 -871	-12%	-$92.3K	0.21%	47
2026 Q1	$699K	Buy	7,283 +414	+6%	+$40.6K	0.24%	51
2025 Q4	$635K	Sell	6,869 -513	-7%	-$47.1K	0.23%	47
2025 Q3	$676K	Sell	7,382 -30	-0.4%	-$2.7K	0.25%	44
2025 Q2	$644K	Sell	7,412 -719	-9%	-$58.8K	0.27%	42
2025 Q1	$646K	Sell	8,131 -13,039	-62%	-$1.12M	0.29%	41
2024 Q4	$1.84M	Buy	21,170 +1,387	+7%	+$125K	0.83%	19
2024 Q3	$1.74M	Buy	19,783 +912	+5%	+$77.9K	0.8%	21
2024 Q2	$1.59M	Buy	18,871 +11,998	+175%	+$1.01M	0.79%	19
2024 Q1	$600K	Sell	6,873 -176	-2%	-$14K	0.31%	44
2023 Q4	$533K	Buy	7,049 +227	+3%	+$15.9K	0.3%	40
2023 Q3	$472K	Buy	6,822 +1,075	+19%	+$77.4K	0.31%	42
2023 Q2	$412K	Sell	5,747 -1,461	-20%	-$99.8K	0.29%	48
2023 Q1	$493K	Sell	7,208 -47,846	-87%	-$3.27M	0.34%	46
2022 Q4	$3.6M	Buy	55,054 +8,647	+19%	+$569K	2.69%	12
2022 Q3	$2.8M	Buy	+46,407	New	+$3.06M	2.65%	11

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

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

Denver Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 12% in Q2 2026, selling an estimated $92.3K and leaving 6,412 shares worth $719K. The position accounts for 0.21% of the portfolio, ranked #47.

Denver Wealth Management first reported a position in MDYG in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.6M in Q4 2022. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Denver Wealth Management held 6,412 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $719K as of Q2 2026.
Denver Wealth Management sold 871 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $92.3K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.21% of Denver Wealth Management's portfolio in Q2 2026, its #47 holding.
Denver Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
Denver Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $3.6M in Q4 2022.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.