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 Q2	$402K	Buy	3,586 +578	+19%	+$61.3K	0.17%	98
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 $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

Pinnacle Family Advisors's MDYG Position: Q2 2026 in Review

Pinnacle Family Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 19% in Q2 2026, buying an estimated $61.3K and bringing the position to 3,586 shares worth $402K. The position accounts for 0.17% of the portfolio, ranked #98.

Pinnacle Family Advisors first reported a position in MDYG in Q3 2017 and has held it in 12 quarters since. The position peaked at $6.65M in Q1 2024. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Pinnacle Family Advisors held 3,586 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $402K as of Q2 2026.
Pinnacle Family Advisors bought 578 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $61.3K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.17% of Pinnacle Family Advisors's portfolio in Q2 2026, its #98 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 12 quarters since.
Pinnacle Family Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $6.65M in Q1 2024.
421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.