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J.W. Cole Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

J.W. Cole 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 		$1.37M Buy
12,195
+93
+0.8% +$9.86K 0.02% 649
2026
Q1 		$1.16M Buy
12,102
+1,587
+15% +$156K 0.04% 349
2025
Q4 		$548K Sell
10,515
-16
-0.2% -$1.47K 0.01% 861
2025
Q3 		$964K Sell
10,531
-272
-3% -$24.5K 0.02% 732
2025
Q2 		$938K Buy
10,803
+4,438
+70% +$363K 0.02% 691
2025
Q1 		$506K Sell
6,365
-7,264
-53% -$625K 0.02% 765
2024
Q4 		$1.18M Buy
13,629
+2,637
+24% +$237K 0.05% 363
2024
Q3 		$964K Buy
10,992
+1,512
+16% +$129K 0.04% 400
2024
Q2 		$797K Buy
9,480
+673
+8% +$56.9K 0.04% 398
2024
Q1 		$769K Hold
8,807
– – 0.04% 407
2023
Q4 		$666K Sell
8,807
-5,136
-37% -$360K 0.04% 397
2023
Q3 		$964K Sell
13,943
-156
-1% -$11.2K 0.07% 262
2023
Q2 		$1.01M Buy
14,099
+3,587
+34% +$245K 0.07% 268
2023
Q1 		$719K Sell
10,512
-7,386
-41% -$504K 0.05% 358
2022
Q4 		$1.17M Buy
17,898
+4,909
+38% +$323K 0.09% 239
2022
Q3 		$784K Sell
12,989
-1,010
-7% -$66.7K 0.07% 303
2022
Q2 		$853K Sell
13,999
-145
-1% -$9.75K 0.07% 289
2022
Q1 		$1.05M Sell
14,144
-5,872
-29% -$434K 0.07% 282
2021
Q4 		$1.63M Buy
+20,016
New +$1.6M 0.11% 211
2021
Q3 		– Sell
-20,116
Closed -$1.56M – 648
2021
Q2 		$1.56M Sell
20,116
-584
-3% -$45K 0.12% 196
2021
Q1 		$1.55M Buy
20,700
+8,642
+72% +$638K 0.15% 168
2020
Q4 		$836K Buy
12,058
+6,283
+109% +$402K 0.09% 247
2020
Q3 		$331K Buy
+5,775
New +$329K 0.03% 513

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

J.W. Cole Advisors's MDYG Position: Q2 2026 in Review

J.W. Cole Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.77% in Q2 2026, buying an estimated $9.86K and bringing the position to 12,195 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #649.

J.W. Cole Advisors first reported a position in MDYG in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.63M in Q4 2021. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • J.W. Cole Advisors held 12,195 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.37M as of Q2 2026.
  • J.W. Cole Advisors bought 93 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $9.86K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #649 holding.
  • J.W. Cole Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • J.W. Cole Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.63M in Q4 2021.
  • 421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.