Pinnacle Family Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Pinnacle Family 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 Q1	$289K	Sell	3,008 -674	-18%	-$66.1K	0.14%	104
2025 Q4	$340K	Buy	3,682 +8	+0.2%	+$735	0.15%	97
2025 Q3	$336K	Sell	3,674 -30,065	-89%	-$2.7M	0.15%	94
2025 Q2	$2.93M	Buy	+33,739	New	+$2.76M	1.42%	16
2025 Q1	–	Sell	-2,372	Closed	-$206K	–	118
2024 Q4	$206K	Sell	2,372 -29,853	-93%	-$2.69M	0.1%	113
2024 Q3	$2.83M	Buy	32,225 +823	+3%	+$70.3K	1.46%	21
2024 Q2	$2.64M	Sell	31,402 -44,793	-59%	-$3.78M	1.46%	22
2024 Q1	$6.65M	Buy	+76,195	New	+$6.07M	3.54%	6
2018 Q3	–	Sell	-25,215	Closed	-$1.36M	–	71
2018 Q2	$1.36M	Sell	25,215 -2,127	-8%	-$114K	0.72%	26
2018 Q1	$1.44M	Buy	+27,342	New	+$1.45M	0.82%	25
2017 Q4	–	Sell	-18,546	Closed	-$912K	–	77
2017 Q3	$912K	Buy	+18,546	New	+$888K	0.43%	45

Other funds holding MDYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Pinnacle Family Advisors's MDYG Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 18% in Q1 2026, selling an estimated $66.1K and leaving 3,008 shares worth $289K. The position accounts for 0.14% of the portfolio, ranked #104.

Pinnacle Family Advisors first reported a position in MDYG in Q3 2017 and has held it in 11 quarters since. The position peaked at $6.65M in Q1 2024. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

Pinnacle Family Advisors held 3,008 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $289K as of Q1 2026.
Pinnacle Family Advisors sold 674 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $66.1K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.14% of Pinnacle Family Advisors's portfolio in Q1 2026, its #104 holding.
Pinnacle Family Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2017 and has held it in 11 quarters since.
Pinnacle Family Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $6.65M in Q1 2024.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.