Goldstone Financial Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Goldstone Financial Group’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	$5.06M	Sell	45,184 -2,548	-5%	-$270K	0.46%	53
2026 Q1	$4.58M	Sell	47,732 -32,911	-41%	-$3.23M	0.5%	47
2025 Q4	$7.45M	Buy	80,643 +2,838	+4%	+$261K	0.83%	36
2025 Q3	$7.12M	Buy	77,805 +3,147	+4%	+$283K	0.84%	36
2025 Q2	$6.62M	Buy	74,658 +1,025	+1%	+$83.8K	0.87%	35
2025 Q1	$5.85M	Buy	73,633 +2,723	+4%	+$234K	0.89%	34
2024 Q4	$6.16M	Buy	70,910 +16,516	+30%	+$1.49M	0.97%	32
2024 Q3	$4.77M	Buy	54,394 +7,698	+16%	+$657K	0.83%	35
2024 Q2	$3.93M	Buy	46,696 +6,512	+16%	+$550K	0.79%	34
2024 Q1	$3.51M	Buy	40,184 +8,485	+27%	+$676K	0.8%	33
2023 Q4	$2.4M	Buy	31,699 +9,200	+41%	+$645K	0.62%	37
2023 Q3	$1.56M	Buy	22,499 +3,704	+20%	+$267K	0.46%	42
2023 Q2	$1.35M	Buy	18,795 +3,095	+20%	+$211K	0.4%	48
2023 Q1	$1.07M	Buy	+15,700	New	+$1.07M	0.35%	49

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

Goldstone Financial Group's MDYG Position: Q2 2026 in Review

Goldstone Financial Group reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 5.3% in Q2 2026, selling an estimated $270K and leaving 45,184 shares worth $5.06M. The position accounts for 0.46% of the portfolio, ranked #53.

Goldstone Financial Group first reported a position in MDYG in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.45M in Q4 2025. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Goldstone Financial Group held 45,184 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $5.06M as of Q2 2026.
Goldstone Financial Group sold 2,548 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $270K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.46% of Goldstone Financial Group's portfolio in Q2 2026, its #53 holding.
Goldstone Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $7.45M in Q4 2025.
423 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.