Portside Wealth Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Portside Wealth 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	$1.23M	Buy	11,014 +1,455	+15%	+$154K	0.14%	160
2026 Q1	$917K	Sell	9,559 -1,041	-10%	-$102K	0.12%	174
2025 Q4	$980K	Buy	10,600 +1,285	+14%	+$118K	0.13%	171
2025 Q3	$853K	Sell	9,315 -1,200	-11%	-$108K	0.12%	183
2025 Q2	$913K	Sell	10,515 -214	-2%	-$17.5K	0.14%	162
2025 Q1	$853K	Buy	10,729 +113	+1%	+$9.72K	0.14%	167
2024 Q4	$922K	Buy	10,616 +694	+7%	+$62.4K	0.15%	145
2024 Q3	$871K	Buy	9,922 +283	+3%	+$24.2K	0.15%	156
2024 Q2	$810K	Sell	9,639 -28,193	-75%	-$2.38M	0.15%	146
2024 Q1	$3.3M	Buy	37,832 +1,496	+4%	+$119K	0.61%	38
2023 Q4	$2.75M	Buy	36,336 +737	+2%	+$51.7K	0.51%	52
2023 Q3	$2.46M	Buy	35,599 +1,000	+3%	+$72K	0.46%	59
2023 Q2	$2.48M	Buy	+34,599	New	+$2.36M	0.46%	58

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

Portside Wealth Group's MDYG Position: Q2 2026 in Review

Portside Wealth Group increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 15% in Q2 2026, buying an estimated $154K and bringing the position to 11,014 shares worth $1.23M. The position accounts for 0.14% of the portfolio, ranked #160.

Portside Wealth Group first reported a position in MDYG in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.3M in Q1 2024. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Portside Wealth Group held 11,014 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.23M as of Q2 2026.
Portside Wealth Group bought 1,455 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $154K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.14% of Portside Wealth Group's portfolio in Q2 2026, its #160 holding.
Portside Wealth Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $3.3M in Q1 2024.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.