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

Realta Investment 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	$11.2K	Buy	+100	New	+$10.6K	﹤0.01%	315
2025 Q1	–	Sell	-12	Closed	-$1.06K	–	353
2024 Q4	$1.06K	Hold	12	–	–	﹤0.01%	327
2024 Q3	$1.07K	Sell	12 -46	-79%	-$3.93K	﹤0.01%	345
2024 Q2	$4.84K	Buy	58 +1	+2%	+$84	﹤0.01%	722
2024 Q1	$5.02K	Buy	+57	New	+$4.54K	﹤0.01%	742
2023 Q4	–	Sell	-396	Closed	-$28.3K	–	657
2023 Q3	$28.3K	Hold	396	–	–	0.01%	577
2023 Q2	$28.3K	Buy	+396	New	+$27.1K	0.01%	621
2023 Q1	–	Sell	-561	Closed	-$36.7K	–	671
2022 Q4	$36.7K	Buy	561 +458	+445%	+$30.1K	0.01%	580
2022 Q3	$6K	Buy	+103	New	+$6.8K	﹤0.01%	742
2019 Q3	–	Sell	-3	Closed	–	–	1719
2019 Q2	$0	Hold	3	–	–	﹤0.01%	1770
2019 Q1	$0	Buy	+3	New	+$152	﹤0.01%	1343

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

Realta Investment Advisors's MDYG Position: Q2 2026 in Review

Realta Investment Advisors opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2026: 100 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #315 among its holdings. This is a return to the name: Realta Investment Advisors previously reported a position in MDYG as recently as Q4 2024.

Realta Investment Advisors first reported a position in MDYG in Q1 2019 and has held it in 11 quarters since. The position peaked at $36.7K in Q4 2022. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Realta Investment Advisors held 100 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $11.2K as of Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF was a new Realta Investment Advisors position in Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #315 holding.
Realta Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2019 and has held it in 11 quarters since.
Realta Investment Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $36.7K in Q4 2022.
421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.