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

Goldstein 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	$343K	Hold	3,060	–	–	0.03%	175
2026 Q1	$294K	Hold	3,060	–	–	0.03%	157
2025 Q4	$283K	Hold	3,060	–	–	0.03%	155
2025 Q3	$280K	Hold	3,060	–	–	0.03%	155
2025 Q2	$266K	Buy	3,060 +419	+16%	+$34.3K	0.04%	149
2025 Q1	$210K	Hold	2,641	–	–	0.03%	176
2024 Q4	$229K	Hold	2,641	–	–	0.03%	163
2024 Q3	$232K	Hold	2,641	–	–	0.04%	160
2024 Q2	$222K	Hold	2,641	–	–	0.04%	146
2024 Q1	$231K	Buy	+2,641	New	+$211K	0.04%	142

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

Goldstein Advisors's MDYG Position: Q2 2026 in Review

Goldstein Advisors held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 3,060 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #175.

Goldstein Advisors first reported a position in MDYG in Q1 2024 and has held it in 10 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Goldstein Advisors held 3,060 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $343K as of Q2 2026.
Goldstein Advisors left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.03% of Goldstein Advisors's portfolio in Q2 2026, its #175 holding.
Goldstein Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.