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

Drive 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	$206K	Buy	+1,839	New	+$195K	0.04%	427
2025 Q4	–	Sell	-3,083	Closed	-$282K	–	408
2025 Q3	$282K	Sell	3,083 -1,137	-27%	-$102K	0.06%	243
2025 Q2	$367K	Buy	4,220 +142	+3%	+$11.6K	0.08%	206
2025 Q1	$324K	Sell	4,078 -190	-4%	-$16.3K	0.08%	207
2024 Q4	$371K	Buy	4,268 +222	+5%	+$20K	0.09%	177
2024 Q3	$355K	Sell	4,046 -6,083	-60%	-$519K	0.09%	180
2024 Q2	$851K	Sell	10,129 -517	-5%	-$43.7K	0.23%	83
2024 Q1	$929K	Sell	10,646 -3,034	-22%	-$242K	0.26%	79
2023 Q4	$1.04M	Sell	13,680 -6,634	-33%	-$465K	0.33%	63
2023 Q3	$1.4M	Sell	20,314 -5,334	-21%	-$384K	0.51%	43
2023 Q2	$1.84M	Sell	25,648 -3,136	-11%	-$214K	0.68%	29
2023 Q1	$1.97M	Sell	28,784 -989	-3%	-$67.5K	0.82%	23
2022 Q4	$1.95M	Buy	+29,773	New	+$1.96M	0.97%	14

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

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

Drive Wealth Management opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2026: 1,839 shares worth $206K. The stake represents 0.04% of the portfolio and ranks #427 among its holdings. This is a return to the name: Drive Wealth Management previously reported a position in MDYG as recently as Q3 2025.

Drive Wealth Management first reported a position in MDYG in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.97M in Q1 2023. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Drive Wealth Management held 1,839 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $206K as of Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF was a new Drive Wealth Management position in Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.04% of Drive Wealth Management's portfolio in Q2 2026, its #427 holding.
Drive Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2022 and has held it in 13 quarters since.
Drive Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.97M in Q1 2023.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.