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

Inspirion Wealth 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	$794K	Hold	7,168	–	–	0.09%	87
2026 Q1	$688K	Hold	7,168	–	–	0.09%	88
2025 Q4	$663K	Sell	7,168 -469	-6%	-$43.1K	0.08%	90
2025 Q3	$670K	Sell	7,637 -1,200	-14%	-$108K	0.09%	84
2025 Q2	$768K	Buy	8,837 +1,200	+16%	+$98.1K	0.1%	73
2025 Q1	$607K	Sell	7,637 -3,270	-30%	-$281K	0.08%	85
2024 Q4	$954K	Buy	10,907 +3,270	+43%	+$294K	0.13%	61
2024 Q3	$670K	Hold	7,637	–	–	0.09%	84
2024 Q2	$642K	Buy	7,637 +180	+2%	+$15.2K	0.1%	77
2024 Q1	$651K	Buy	7,457 +20	+0.3%	+$1.59K	0.11%	78
2023 Q4	$559K	Hold	7,437	–	–	0.1%	82
2023 Q3	$514K	Buy	7,437 +30	+0.4%	+$2.16K	0.1%	84
2023 Q2	$531K	Buy	7,407 +75	+1%	+$5.12K	0.1%	83
2023 Q1	$502K	Sell	7,332 -1,135	-13%	-$77.5K	0.1%	81
2022 Q4	$553K	Sell	8,467 -3,310	-28%	-$218K	0.12%	74
2022 Q3	$711K	Buy	11,777 +2,204	+23%	+$146K	0.16%	58
2022 Q2	$584K	Buy	+9,573	New	+$644K	0.13%	70

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

Inspirion Wealth Advisors's MDYG Position: Q2 2026 in Review

Inspirion Wealth Advisors held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 7,168 shares worth $794K. The position accounts for 0.09% of the portfolio, ranked #87.

Inspirion Wealth Advisors first reported a position in MDYG in Q2 2022 and has held it in 17 quarters since. The position peaked at $954K in Q4 2024. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Inspirion Wealth Advisors held 7,168 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $794K as of Q2 2026.
Inspirion Wealth 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 0.09% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #87 holding.
Inspirion Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
Inspirion Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $954K 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 Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.