Elevated Capital Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Elevated Capital 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 Q2	$1.22M	Sell	10,841 -6,648	-38%	-$705K	0.33%	65
2026 Q1	$1.68M	Sell	17,489 -6,673	-28%	-$654K	0.42%	58
2025 Q4	$2.23M	Buy	24,162 +6,962	+40%	+$640K	0.52%	46
2025 Q3	$1.57M	Buy	17,200 +5,688	+49%	+$511K	0.39%	64
2025 Q2	$915K	Hold	11,512	–	–	0.26%	110
2025 Q1	$915K	Sell	11,512 -123	-1%	-$10.6K	0.26%	110
2024 Q4	$1.01M	Buy	11,635 +3,940	+51%	+$354K	0.28%	101
2024 Q3	$675K	Buy	+7,695	New	+$657K	0.18%	176

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

Elevated Capital Advisors's MDYG Position: Q2 2026 in Review

Elevated Capital Advisors reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 38% in Q2 2026, selling an estimated $705K and leaving 10,841 shares worth $1.22M. The position accounts for 0.33% of the portfolio, ranked #65.

Elevated Capital Advisors first reported a position in MDYG in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.23M in Q4 2025. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Elevated Capital Advisors held 10,841 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.22M as of Q2 2026.
Elevated Capital Advisors sold 6,648 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $705K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.33% of Elevated Capital Advisors's portfolio in Q2 2026, its #65 holding.
Elevated Capital Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Elevated Capital Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.23M in Q4 2025.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.