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

Fairscale Capital’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 Q1	$915K	Hold	9,533	–	–	0.63%	28
2025 Q4	$881K	Hold	9,533	–	–	0.58%	28
2025 Q3	$873K	Hold	9,533	–	–	0.6%	28
2025 Q2	$846K	Sell	9,533 -128	-1%	-$10.5K	0.62%	28
2025 Q1	$768K	Sell	9,661 -103	-1%	-$8.86K	0.69%	28
2024 Q4	$84.8K	Sell	9,764 -95	-1%	-$8.55K	0.07%	132
2024 Q3	$865K	Sell	9,859 -61	-0.6%	-$5.21K	0.76%	27
2024 Q2	$885K	Buy	+9,920	New	+$838K	0.79%	27

Other funds holding MDYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Fairscale Capital's MDYG Position: Q1 2026 in Review

Fairscale Capital held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q1 2026 at 9,533 shares worth $915K. The position accounts for 0.63% of the portfolio, ranked #28.

Fairscale Capital first reported a position in MDYG in Q2 2024 and has held it in 8 quarters since. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

Fairscale Capital held 9,533 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $915K as of Q1 2026.
Fairscale Capital left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q1 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.63% of Fairscale Capital's portfolio in Q1 2026, its #28 holding.
Fairscale Capital first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Fairscale Capital's 13F filing for Q1 2026, filed 11 May 2026.