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

Moneta Group Investment 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	$747K	Buy	6,662 +956	+17%	+$101K	0.01%	464
2026 Q1	$548K	Hold	5,706	–	–	﹤0.01%	491
2025 Q4	$527K	Buy	5,706 +2,682	+89%	+$246K	﹤0.01%	484
2025 Q3	$277K	Hold	3,024	–	–	﹤0.01%	647
2025 Q2	$263K	Sell	3,024 -83	-3%	-$6.79K	﹤0.01%	596
2025 Q1	$247K	Hold	3,107	–	–	﹤0.01%	570
2024 Q4	$270K	Sell	3,107 -13	-0.4%	-$1.17K	﹤0.01%	557
2024 Q3	$274K	Buy	+3,120	New	+$266K	﹤0.01%	544
2024 Q1	–	Sell	-2,817	Closed	-$213K	–	623
2023 Q4	$213K	Buy	+2,817	New	+$198K	﹤0.01%	521

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

Moneta Group Investment Advisors's MDYG Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 17% in Q2 2026, buying an estimated $101K and bringing the position to 6,662 shares worth $747K. The position accounts for 0.01% of the portfolio, ranked #464.

Moneta Group Investment Advisors first reported a position in MDYG in Q4 2023 and has held it in 9 quarters since. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Moneta Group Investment Advisors held 6,662 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $747K as of Q2 2026.
Moneta Group Investment Advisors bought 956 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $101K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #464 holding.
Moneta Group Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and has held it in 9 quarters since.
423 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.