Gladstone Institutional Advisory’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Gladstone Institutional Advisory’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	$4.86M	Sell	43,342 -7	-0%	-$742	0.15%	141
2026 Q1	$4.16M	Buy	43,349 +843	+2%	+$82.6K	0.15%	152
2025 Q4	$3.93M	Sell	42,506 -343	-0.8%	-$31.5K	0.15%	149
2025 Q3	$3.92M	Buy	42,849 +389	+0.9%	+$35K	0.15%	146
2025 Q2	$3.69M	Buy	42,460 +1,097	+3%	+$89.7K	0.15%	152
2025 Q1	$3.29M	Sell	41,363 -112	-0.3%	-$9.63K	0.15%	158
2024 Q4	$3.6M	Sell	41,475 -3,357	-7%	-$302K	0.17%	142
2024 Q3	$3.93M	Sell	44,832 -1,515	-3%	-$129K	0.19%	126
2024 Q2	$3.9M	Sell	46,347 -2,464	-5%	-$208K	0.2%	136
2024 Q1	$4.26M	Sell	48,811 -1,209	-2%	-$96.4K	0.23%	116
2023 Q4	$3.78M	Buy	50,020 +578	+1%	+$40.5K	0.21%	125
2023 Q3	$3.42M	Sell	49,442 -2,903	-6%	-$209K	0.22%	116
2023 Q2	$3.75M	Sell	52,345 -525	-1%	-$35.9K	0.23%	114
2023 Q1	$3.62M	Sell	52,870 -1,533	-3%	-$105K	0.23%	128
2022 Q4	$3.55M	Sell	54,403 -3,665	-6%	-$241K	0.25%	113
2022 Q3	$3.5M	Buy	58,068 +11,413	+24%	+$753K	0.27%	94
2022 Q2	$2.84M	Buy	46,655 +440	+1%	+$29.6K	0.22%	110
2022 Q1	$3.43M	Buy	46,215 +3,233	+8%	+$239K	0.23%	116
2021 Q4	$3.5M	Buy	42,982 +1,801	+4%	+$144K	0.27%	105
2021 Q3	$3.12M	Buy	41,181 +589	+1%	+$45.8K	0.3%	87
2021 Q2	$3.15M	Sell	40,592 -3,768	-8%	-$290K	0.37%	70
2021 Q1	$3.33M	Buy	44,360 +1,758	+4%	+$130K	0.52%	53
2020 Q4	$2.95M	Buy	42,602 +1,332	+3%	+$85.2K	0.59%	41
2020 Q3	$2.37M	Sell	41,270 -40,502	-50%	-$2.31M	0.57%	38
2020 Q2	$4.4M	Sell	81,772 -44,092	-35%	-$2.2M	1.12%	24
2020 Q1	$5.39M	Buy	125,864 +29,076	+30%	+$1.53M	1.39%	17
2019 Q4	$5.53M	Buy	96,788 +3,500	+4%	+$192K	1.35%	19
2019 Q3	$5.01M	Buy	93,288 +1,397	+2%	+$75.3K	1.27%	19
2019 Q2	$4.99M	Buy	91,891 +9,964	+12%	+$530K	1.52%	14
2019 Q1	$4.3M	Buy	+81,927	New	+$4.15M	1.58%	15

Other funds holding MDYG

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

SWM

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

Gladstone Institutional Advisory's MDYG Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.02% in Q2 2026, selling an estimated $742 and leaving 43,342 shares worth $4.86M. The position accounts for 0.15% of the portfolio, ranked #141.

Gladstone Institutional Advisory first reported a position in MDYG in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.53M in Q4 2019. 189 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Gladstone Institutional Advisory held 43,342 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $4.86M as of Q2 2026.
Gladstone Institutional Advisory sold 7 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $742.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.15% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #141 holding.
Gladstone Institutional Advisory first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
Gladstone Institutional Advisory's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $5.53M in Q4 2019.
189 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.