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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
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 $377B 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
FWP
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Foundations Investment Advisors's MDYG Position: Q1 2026 in Review

Foundations Investment Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 6.4% in Q1 2026, buying an estimated $31.7K and bringing the position to 5,347 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #716.

Foundations Investment Advisors first reported a position in MDYG in Q4 2021 and has held it in 16 quarters since. The position peaked at $11.6M in Q4 2024. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Foundations Investment Advisors held 5,347 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $513K as of Q1 2026.
  • Foundations Investment Advisors bought 323 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $31.7K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #716 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 16 quarters since.
  • Foundations Investment Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $11.6M in Q4 2024.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.