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

Evoke Wealth’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	–	Sell	-2,392	Closed	-$230K	–	387
2026 Q1	$230K	Hold	2,392	–	–	﹤0.01%	616
2025 Q4	$221K	Hold	2,392	–	–	﹤0.01%	608
2025 Q3	$219K	Hold	2,392	–	–	﹤0.01%	586
2025 Q2	$208K	Buy	+2,392	New	+$196K	﹤0.01%	555
2025 Q1	–	Sell	-2,392	Closed	-$208K	–	457
2024 Q4	$208K	Buy	+2,392	New	+$215K	0.01%	405

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

Evoke Wealth's MDYG Position: Q2 2026 in Review

Evoke Wealth sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2026, closing a stake of 2,392 shares — an estimated $230K sold.

Evoke Wealth first reported a position in MDYG in Q4 2024 and held it in 5 quarters. The position peaked at $230K in Q1 2026. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Evoke Wealth reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 2,392 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $230K.
Evoke Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and held it in 5 quarters.
Evoke Wealth's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $230K in Q1 2026.
421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.