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

Foster Victor 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 Q2	$863K	Sell	7,956 -402	-5%	-$42.6K	0.05%	146
2026 Q1	$858K	Sell	8,358 -281	-3%	-$27.5K	0.05%	134
2025 Q4	$853K	Sell	8,639 -370	-4%	-$34K	0.05%	131
2025 Q3	$829K	Sell	9,009 -265	-3%	-$23.8K	0.05%	127
2025 Q2	$821K	Buy	9,274 +2	+0%	+$163	0.06%	122
2025 Q1	$700K	Buy	9,272 +1	+0%	+$86	0.06%	119
2024 Q4	$839K	Sell	9,271 -398	-4%	-$35.8K	0.06%	115
2024 Q3	$851K	Buy	9,669 +2	+0%	+$171	0.07%	114
2024 Q2	$862K	Sell	9,667 -213	-2%	-$18K	0.07%	115
2024 Q1	$839K	Sell	9,880 -789	-7%	-$62.9K	0.08%	102
2023 Q4	$796K	Sell	10,669 -2,209	-17%	-$155K	0.08%	105
2023 Q3	$877K	Sell	12,878 -499	-4%	-$35.9K	0.1%	96
2023 Q2	$952K	Sell	13,377 -395	-3%	-$27K	0.11%	97
2023 Q1	$928K	Sell	13,772 -858	-6%	-$58.6K	0.11%	94
2022 Q4	$970K	Buy	14,630 +6	+0%	+$395	0.12%	89
2022 Q3	$938K	Sell	14,624 -830	-5%	-$54.8K	0.14%	87
2022 Q2	$951K	Sell	15,454 -2,323	-13%	-$156K	0.14%	85
2022 Q1	$1.28M	Buy	17,777 +3	+0%	+$222	0.18%	82
2021 Q4	$1.39M	Hold	17,774	–	–	0.19%	85
2021 Q3	$1.34M	Sell	17,774 -94	-0.5%	-$7.31K	0.22%	85
2021 Q2	$1.39M	Buy	17,868 +3	+0%	+$231	0.23%	84
2021 Q1	$1.38M	Sell	17,865 -1,330	-7%	-$98.2K	0.26%	83
2020 Q4	$1.33M	Sell	19,195 -368	-2%	-$23.6K	0.3%	75
2020 Q3	$1.12M	Sell	19,563 -948	-5%	-$54.1K	0.3%	65
2020 Q2	$1.1M	Buy	20,511 +5	+0%	+$249	0.37%	61
2020 Q1	$914K	Buy	20,506 +11,261	+122%	+$594K	0.4%	61
2019 Q4	$528K	Buy	9,245 +3	+0%	+$165	0.23%	68
2019 Q3	$489K	Sell	9,242 -61	-0.7%	-$3.29K	0.27%	61
2019 Q2	$507K	Sell	9,303 -967	-9%	-$51.5K	0.37%	55
2019 Q1	$540K	Sell	10,270 -1,813	-15%	-$91.8K	0.42%	51
2018 Q4	$554K	Buy	+12,083	New	+$608K	0.52%	35

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 22.96% 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

Foster Victor Wealth Advisors's MDYG Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 4.8% in Q2 2026, selling an estimated $42.6K and leaving 7,956 shares worth $863K. The position accounts for 0.05% of the portfolio, ranked #146.

Foster Victor Wealth Advisors first reported a position in MDYG in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.39M in Q4 2021. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Foster Victor Wealth Advisors held 7,956 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $863K as of Q2 2026.
Foster Victor Wealth Advisors sold 402 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $42.6K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.05% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #146 holding.
Foster Victor Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
Foster Victor Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.39M in Q4 2021.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.