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

Focus Partners 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	$1.15M	Sell	10,266 -172	-2%	-$18.2K	﹤0.01%	1599
2026 Q1	$1M	Buy	10,438 +424	+4%	+$41.6K	﹤0.01%	1622
2025 Q4	$926K	Buy	10,014 +579	+6%	+$53.2K	﹤0.01%	1667
2025 Q3	$864K	Buy	9,435 +7,037	+293%	+$633K	﹤0.01%	1344
2025 Q2	$208K	Sell	2,398 -1,832	-43%	-$150K	﹤0.01%	1855
2025 Q1	$336K	Buy	4,230 +3	+0.1%	+$258	﹤0.01%	1518
2024 Q4	$367K	Buy	+4,227	New	+$380K	﹤0.01%	1459

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 22.9% 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

Focus Partners Wealth's MDYG Position: Q2 2026 in Review

Focus Partners Wealth reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 1.6% in Q2 2026, selling an estimated $18.2K and leaving 10,266 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Focus Partners Wealth first reported a position in MDYG in Q4 2024 and has held it in 7 quarters since. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Focus Partners Wealth held 10,266 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.15M as of Q2 2026.
Focus Partners Wealth sold 172 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $18.2K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1599 holding.
Focus Partners Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
423 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.