Net Worth Advisory Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Net Worth Advisory 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	–	Sell	-7,064	Closed	-$678K	–	447
2026 Q1	$678K	Buy	7,064 +9	+0.1%	+$882	0.14%	157
2025 Q4	$652K	Buy	+7,055	New	+$648K	0.13%	168
2025 Q3	–	Sell	-6,975	Closed	-$606K	–	457
2025 Q2	$606K	Buy	+6,975	New	+$570K	0.13%	167

Other funds holding MDYG

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return