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

MONECO 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	$11.4M	Buy	108,930 +20,668	+23%	+$2.24M	0.67%	29
2026 Q2	$9.9M	Buy	88,262 +15,020	+21%	+$1.59M	0.6%	37
2026 Q1	$7.03M	Buy	73,242 +15,873	+28%	+$1.56M	0.55%	37
2025 Q4	$5.3M	Buy	57,369 +7,997	+16%	+$735K	0.42%	47
2025 Q3	$4.52M	Buy	49,372 +15,443	+46%	+$1.39M	0.38%	54
2025 Q2	$2.95M	Buy	33,929 +10,772	+47%	+$881K	0.27%	84
2025 Q1	$1.84M	Buy	23,157 +10,041	+77%	+$864K	0.19%	118
2024 Q4	$1.14M	Buy	13,116 +2,842	+28%	+$256K	0.12%	162
2024 Q3	$901K	Buy	10,274 +426	+4%	+$36.4K	0.11%	168
2024 Q2	$828K	Buy	9,848 +5,520	+128%	+$466K	0.12%	166
2024 Q1	$378K	Sell	4,328 -157	-4%	-$12.5K	0.06%	274
2023 Q4	$339K	Sell	4,485 -456	-9%	-$32K	0.06%	267
2023 Q3	$342K	Sell	4,941 -2,169	-31%	-$156K	0.09%	230
2023 Q2	$509K	Sell	7,110 -1,772	-20%	-$121K	0.14%	176
2023 Q1	$608K	Sell	8,882 -4,599	-34%	-$314K	0.18%	137
2022 Q4	$881K	Buy	13,481 +9,170	+213%	+$603K	0.32%	82
2022 Q3	$260K	Buy	4,311 +863	+25%	+$57K	0.1%	194
2022 Q2	$210K	Sell	3,448 -103	-3%	-$6.93K	0.08%	229
2022 Q1	$264K	Buy	+3,551	New	+$263K	0.1%	197

Other funds holding MDYG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

MONECO Advisors's MDYG Position: Q3 2026 in Review

MONECO Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 23% in Q3 2026, buying an estimated $2.24M and bringing the position to 108,930 shares worth $11.4M. The position accounts for 0.67% of the portfolio, ranked #29.

MONECO Advisors first reported a position in MDYG in Q1 2022 and has held it in 19 quarters since. 293 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

MONECO Advisors held 108,930 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $11.4M as of Q3 2026.
MONECO Advisors bought 20,668 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2026, an estimated $2.24M.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.67% of MONECO Advisors's portfolio in Q3 2026, its #29 holding.
MONECO Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2022 and has held it in 19 quarters since.
293 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.