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

JFS 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	$58.1K	Buy	518 +114	+28%	+$12.1K	﹤0.01%	520
2026 Q1	$38.8K	Hold	404	–	–	﹤0.01%	576
2025 Q4	$37.3K	Buy	404 +1	+0.2%	+$92	﹤0.01%	598
2025 Q3	$36.9K	Buy	403 +1	+0.2%	+$90	﹤0.01%	567
2025 Q2	$34.9K	Buy	402 +1	+0.2%	+$82	﹤0.01%	540
2025 Q1	$31.9K	Hold	401	–	–	﹤0.01%	556
2024 Q4	$34.8K	Buy	401 +1	+0.3%	+$90	﹤0.01%	525
2024 Q3	$35.1K	Buy	400 +1	+0.3%	+$85	﹤0.01%	527
2024 Q2	$33.5K	Buy	399 +1	+0.3%	+$84	﹤0.01%	489
2024 Q1	$34.7K	Buy	398 +1	+0.3%	+$80	﹤0.01%	505
2023 Q4	$30.1K	Buy	397 +1	+0.3%	+$70	﹤0.01%	496
2023 Q3	$27.4K	Buy	396 +2	+0.5%	+$144	﹤0.01%	476
2023 Q2	$28.3K	Buy	394 +1	+0.3%	+$68	﹤0.01%	462
2023 Q1	$26.9K	Buy	393 +1	+0.3%	+$68	﹤0.01%	473
2022 Q4	$25.6K	Buy	392 +1	+0.3%	+$66	﹤0.01%	479
2022 Q3	$24K	Buy	391 +2	+0.5%	+$132	﹤0.01%	532
2022 Q2	$24K	Buy	389 +1	+0.3%	+$67	﹤0.01%	549
2022 Q1	$29K	Hold	388	–	–	﹤0.01%	529
2021 Q4	$32K	Buy	388 +23	+6%	+$1.84K	﹤0.01%	496
2021 Q3	$28K	Buy	+365	New	+$28.4K	﹤0.01%	493

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

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

JFS Wealth Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 28% in Q2 2026, buying an estimated $12.1K and bringing the position to 518 shares worth $58.1K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

JFS Wealth Advisors first reported a position in MDYG in Q3 2021 and has held it in 20 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

JFS Wealth Advisors held 518 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $58.1K as of Q2 2026.
JFS Wealth Advisors bought 114 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $12.1K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #520 holding.
JFS Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.