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

Diversify 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	$223K	Sell	2,058 -223	-10%	-$23.6K	﹤0.01%	1162
2026 Q1	$233K	Buy	+2,281	New	+$224K	﹤0.01%	1044
2024 Q3	–	Sell	-2,666	Closed	-$216K	–	486
2024 Q2	$216K	Buy	+2,666	New	+$225K	0.03%	403

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 22.9% 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

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

Diversify Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 9.8% in Q2 2026, selling an estimated $23.6K and leaving 2,058 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Diversify Wealth Management first reported a position in MDYG in Q2 2024 and has held it in 3 quarters since. The position peaked at $233K in Q1 2026. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Diversify Wealth Management held 2,058 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $223K as of Q2 2026.
Diversify Wealth Management sold 223 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $23.6K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1162 holding.
Diversify Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2024 and has held it in 3 quarters since.
Diversify Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $233K in Q1 2026.
423 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.