Focus Partners Advisor Solutions’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Focus Partners Advisor Solutions’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	$748K	Sell	7,794 -1,362	-15%	-$133K	0.01%	657
2025 Q4	$846K	Sell	9,156 -1,405	-13%	-$129K	0.01%	545
2025 Q3	$967K	Sell	10,561 -222	-2%	-$20K	0.01%	536
2025 Q2	$937K	Sell	10,783 -5,071	-32%	-$415K	0.01%	465
2025 Q1	$1.26M	Sell	15,854 -2,370	-13%	-$204K	0.02%	334
2024 Q4	$1.58M	Buy	+18,224	New	+$1.64M	0.03%	255
2024 Q2	–	Sell	-2,812	Closed	-$246K	–	664
2024 Q1	$246K	Buy	+2,812	New	+$224K	0.01%	522

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