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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
Q3 		$749K Hold
7,168
– – 0.09% 88
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
GFM
GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return
BCM
Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

Inspirion Wealth Advisors's MDYG Position: Q3 2026 in Review

Inspirion Wealth Advisors held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q3 2026 at 7,168 shares worth $749K. The position accounts for 0.09% of the portfolio, ranked #88.

Inspirion Wealth Advisors first reported a position in MDYG in Q2 2022 and has held it in 18 quarters since. The position peaked at $954K in Q4 2024. 43 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

  • Inspirion Wealth Advisors held 7,168 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $749K as of Q3 2026.
  • Inspirion Wealth Advisors left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q3 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.09% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #88 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 18 quarters since.
  • Inspirion Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $954K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.