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International Assets Investment Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

International Assets Investment Management’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 		$262K Hold
2,368
– – 0.02% 745
2026
Q1 		$230K Hold
2,368
– – 0.02% 742
2025
Q4 		$219K Hold
2,368
– – 0.02% 777
2025
Q3 		$207K Hold
2,368
– – 0.02% 750
2025
Q2 		$206K Buy
+2,368
New +$194K 0.02% 757
2025
Q1 		– Sell
-2,408
Closed -$209K – 842
2024
Q4 		$209K Sell
2,408
-208,860
-99% -$18.8M 0.02% 730
2024
Q3 		$2.41K Buy
211,268
+208,860
+8,674% +$17.8M 0.01% 822
2024
Q2 		$202K Hold
2,408
– – 0.02% 707
2024
Q1 		$209K Buy
+2,408
New +$192K 0.02% 663
2023
Q2 		– Sell
-2,619
Closed -$179K – 715
2023
Q1 		$179K Buy
+2,619
New +$179K 0.03% 507
2022
Q2 		– Sell
-2,884
Closed -$214K – 519
2022
Q1 		$214K Sell
2,884
-27
-0.9% -$2K 0.04% 413
2021
Q4 		$237K Hold
2,911
– – 0.04% 411
2021
Q3 		$220K Sell
2,911
-583
-17% -$45.3K 0.04% 420
2021
Q2 		$271K Sell
3,494
-6,771
-66% -$521K 0.05% 354
2021
Q1 		$741K Buy
10,265
+4,976
+94% +$368K 0.07% 264
2020
Q4 		$367K Sell
5,289
-127
-2% -$8.13K 0.07% 256
2020
Q3 		$311K Sell
5,416
-277
-5% -$15.8K 0.08% 236
2020
Q2 		$306K Buy
5,693
+766
+16% +$38.2K 0.07% 232
2020
Q1 		$211K Buy
+4,927
New +$260K 0.06% 267

Other funds holding MDYG

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

International Assets Investment Management's MDYG Position: Q2 2026 in Review

International Assets Investment Management held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 2,368 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #745.

International Assets Investment Management first reported a position in MDYG in Q1 2020 and has held it in 19 quarters since. The position peaked at $741K in Q1 2021. 243 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • International Assets Investment Management held 2,368 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $262K as of Q2 2026.
  • International Assets Investment Management 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 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #745 holding.
  • International Assets Investment Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2020 and has held it in 19 quarters since.
  • International Assets Investment Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $741K in Q1 2021.
  • 243 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.