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

NWAM LLC’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	$728K	Sell	6,491 -926	-12%	-$98.1K	0.04%	381
2026 Q1	$712K	Sell	7,417 -596	-7%	-$58.4K	0.04%	342
2025 Q4	$754K	Sell	8,013 -8	-0.1%	-$735	0.04%	322
2025 Q3	$734K	Buy	8,021 +106	+1%	+$9.53K	0.04%	339
2025 Q2	$691K	Buy	7,915 +254	+3%	+$20.8K	0.04%	327
2025 Q1	$609K	Buy	7,661 +443	+6%	+$38.1K	0.05%	279
2024 Q4	$627K	Buy	7,218 +185	+3%	+$16.6K	0.04%	333
2024 Q3	$617K	Buy	+7,033	New	+$600K	0.04%	341

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

NWAM LLC's MDYG Position: Q2 2026 in Review

NWAM LLC reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 12% in Q2 2026, selling an estimated $98.1K and leaving 6,491 shares worth $728K. The position accounts for 0.04% of the portfolio, ranked #381.

NWAM LLC first reported a position in MDYG in Q3 2024 and has held it in 8 quarters since. The position peaked at $754K in Q4 2025. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

NWAM LLC held 6,491 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $728K as of Q2 2026.
NWAM LLC sold 926 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $98.1K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.04% of NWAM LLC's portfolio in Q2 2026, its #381 holding.
NWAM LLC first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
NWAM LLC's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $754K in Q4 2025.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.