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Forum Private Client Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Forum Private Client Group’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 		$230K Buy
+2,052
New +$217K 0.07% 83

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CF
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

Forum Private Client Group's MDYG Position: Q2 2026 in Review

Forum Private Client Group opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2026: 2,052 shares worth $230K. The stake represents 0.07% of the portfolio and ranks #83 among its holdings.

420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Forum Private Client Group held 2,052 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $230K as of Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF was a new Forum Private Client Group position in Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.07% of Forum Private Client Group's portfolio in Q2 2026, its #83 holding.
  • 420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.