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Milestone Asset Management Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Milestone Asset Management Group’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 		$1.16M Buy
10,338
+37
+0.4% +$3.92K 0.58% 43
2026
Q1 		$988K Buy
10,301
+127
+1% +$12.4K 0.58% 47
2025
Q4 		$940K Buy
10,174
+711
+8% +$65.3K 0.53% 50
2025
Q3 		$866K Buy
9,463
+321
+4% +$28.9K 0.55% 50
2025
Q2 		$794K Buy
9,142
+8
+0.1% +$654 0.59% 47
2025
Q1 		$726K Buy
9,134
+177
+2% +$15.2K 0.66% 47
2024
Q4 		$778K Buy
+8,957
New +$806K 0.7% 44

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

Milestone Asset Management Group's MDYG Position: Q2 2026 in Review

Milestone Asset Management Group increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.36% in Q2 2026, buying an estimated $3.92K and bringing the position to 10,338 shares worth $1.16M. The position accounts for 0.58% of the portfolio, ranked #43.

Milestone Asset Management Group first reported a position in MDYG in Q4 2024 and has held it in 7 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Milestone Asset Management Group held 10,338 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.16M as of Q2 2026.
  • Milestone Asset Management Group bought 37 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $3.92K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.58% of Milestone Asset Management Group's portfolio in Q2 2026, its #43 holding.
  • Milestone Asset Management Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and has held it in 7 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 Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.