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

Mount Yale 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
2025
Q3 		– Sell
-192
Closed -$16.7K – 1221
2025
Q2 		$16.7K Buy
+192
New +$15.7K ﹤0.01% 1069

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mount Yale Investment Advisors's MDYG Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2025, closing a stake of 192 shares — an estimated $16.7K sold.

Mount Yale Investment Advisors first reported a position in MDYG in Q2 2025 and held it in 1 quarter. The position peaked at $16.7K in Q2 2025. 385 funds tracked by Wall St. Rank hold MDYG as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 192 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2025, an estimated $16.7K.
  • Mount Yale Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $16.7K in Q2 2025.
  • 385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.