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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
Q2 		$749K Sell
6,683
-7,521
-53% -$797K 0.02% 537
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CF
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

Independent Advisor Alliance's MDYG Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 53% in Q2 2026, selling an estimated $797K and leaving 6,683 shares worth $749K. The position accounts for 0.02% of the portfolio, ranked #537.

Independent Advisor Alliance first reported a position in MDYG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.49M in Q4 2024. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Independent Advisor Alliance held 6,683 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $749K as of Q2 2026.
  • Independent Advisor Alliance sold 7,521 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $797K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #537 holding.
  • Independent Advisor Alliance 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.
  • Independent Advisor Alliance's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.49M in Q4 2024.
  • 420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.