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

Financial Network Wealth 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 Q1	$472K	Sell	4,915 -40	-0.8%	-$3.92K	0.48%	35
2025 Q4	$458K	Buy	4,955 +77	+2%	+$7.08K	0.48%	39
2025 Q3	$447K	Sell	4,878 -478	-9%	-$43K	0.49%	39
2025 Q2	$465K	Sell	5,356 -817	-13%	-$66.8K	0.57%	34
2025 Q1	$491K	Buy	6,173 +747	+14%	+$64.3K	0.64%	29
2024 Q4	$471K	Sell	5,426 -3,632	-40%	-$327K	0.88%	18
2024 Q3	$795K	Buy	9,058 +234	+3%	+$20K	0.66%	36
2024 Q2	$742K	Sell	8,824 -11,674	-57%	-$986K	0.55%	39
2024 Q1	$1.79M	Sell	20,498 -168	-0.8%	-$13.4K	1.78%	11
2023 Q4	$1.56M	Buy	+20,666	New	+$1.45M	1.66%	13

Other funds holding MDYG

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors

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

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

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

Raymond James Financial

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

Envestnet Asset Management

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

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