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Foundations Investment Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Foundations Investment 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 		$526K Sell
4,691
-656
-12% -$69.5K 0.01% 761
2026
Q1 		$513K Buy
5,347
+323
+6% +$31.7K 0.01% 716
2025
Q4 		$464K Sell
5,024
-1,342
-21% -$123K 0.01% 738
2025
Q3 		$583K Sell
6,366
-76,889
-92% -$6.91M 0.01% 614
2025
Q2 		$7.23M Sell
83,255
-57,618
-41% -$4.71M 0.11% 157
2025
Q1 		$11.2M Buy
140,873
+7,343
+5% +$632K 0.21% 117
2024
Q4 		$11.6M Buy
133,530
+127,678
+2,182% +$11.5M 0.22% 100
2024
Q3 		$513K Sell
5,852
-96,133
-94% -$8.21M 0.01% 514
2024
Q2 		$8.57M Buy
101,985
+39,339
+63% +$3.32M 0.21% 90
2024
Q1 		$5.47M Buy
62,646
+19,438
+45% +$1.55M 0.14% 130
2023
Q4 		$3.31M Buy
43,208
+34,772
+412% +$2.44M 0.09% 170
2023
Q3 		$583K Sell
8,436
-133
-2% -$9.58K 0.02% 360
2023
Q2 		$614K Sell
8,569
-26,790
-76% -$1.83M 0.02% 328
2023
Q1 		$2.42M Buy
35,359
+1,266
+4% +$86.5K 0.09% 146
2022
Q4 		$2.23M Buy
+34,093
New +$2.24M 0.09% 118
2022
Q2 		– Sell
-31,345
Closed -$2.26M – 406
2022
Q1 		$2.26M Buy
31,345
+1,021
+3% +$75.5K 0.09% 89
2021
Q4 		$2.38M Buy
+30,324
New +$2.43M 0.09% 84

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

Foundations Investment Advisors's MDYG Position: Q2 2026 in Review

Foundations Investment Advisors reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 12% in Q2 2026, selling an estimated $69.5K and leaving 4,691 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #761.

Foundations Investment Advisors first reported a position in MDYG in Q4 2021 and has held it in 17 quarters since. The position peaked at $11.6M in Q4 2024. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Foundations Investment Advisors held 4,691 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $526K as of Q2 2026.
  • Foundations Investment Advisors sold 656 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $69.5K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #761 holding.
  • Foundations Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Foundations Investment Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $11.6M in Q4 2024.
  • 421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.