Independent Advisor Alliance’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Independent Advisor Alliance’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	$1.36M	Buy	14,204 +7,608	+115%	+$746K	0.01%	688
2025 Q4	$610K	Buy	6,596 +866	+15%	+$79.6K	0.01%	591
2025 Q3	$525K	Buy	5,730 +163	+3%	+$14.7K	0.01%	610
2025 Q2	$484K	Buy	5,567 +1,428	+35%	+$117K	0.01%	598
2025 Q1	$329K	Sell	4,139 -12,981	-76%	-$1.12M	0.01%	635
2024 Q4	$1.49M	Buy	17,120 +14,110	+469%	+$1.27M	0.02%	605
2024 Q3	$264K	Buy	3,010 +19	+0.6%	+$1.62K	0.01%	603
2024 Q2	$251K	Buy	2,991 +295	+11%	+$24.9K	0.01%	614
2024 Q1	$235K	Buy	+2,696	New	+$215K	0.01%	625

Other funds holding MDYG

LPL Financial San Diego, California $376B 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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return