OneAscent Financial Services’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

OneAscent Financial Services’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	$450K	Buy	4,018 +303	+8%	+$32.1K	0.02%	400
2026 Q1	$357K	Buy	+3,715	New	+$364K	0.02%	417
2025 Q4	–	Sell	-4,373	Closed	-$400K	–	515
2025 Q3	$400K	Sell	4,373 -291	-6%	-$26.2K	0.03%	332
2025 Q2	$408K	Sell	4,664 -627	-12%	-$51.3K	0.03%	353
2025 Q1	$423K	Buy	5,291 +754	+17%	+$64.9K	0.03%	359
2024 Q4	$394K	Buy	+4,537	New	+$408K	0.03%	301
2024 Q3	–	Sell	-4,295	Closed	-$361K	–	270
2024 Q2	$361K	Sell	4,295 -606	-12%	-$51.2K	0.05%	181
2024 Q1	$428K	Buy	4,901 +614	+14%	+$48.9K	0.05%	224
2023 Q4	$324K	Buy	+4,287	New	+$301K	0.04%	253

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

OneAscent Financial Services's MDYG Position: Q2 2026 in Review

OneAscent Financial Services increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 8.2% in Q2 2026, buying an estimated $32.1K and bringing the position to 4,018 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #400.

OneAscent Financial Services first reported a position in MDYG in Q4 2023 and has held it in 9 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

OneAscent Financial Services held 4,018 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $450K as of Q2 2026.
OneAscent Financial Services bought 303 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $32.1K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.02% of OneAscent Financial Services's portfolio in Q2 2026, its #400 holding.
OneAscent Financial Services 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.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.