RFG Advisory’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

RFG Advisory’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 Q3	$3.13M	Buy	29,976 +26,543	+773%	+$2.87M	0.04%	277
2026 Q2	$385K	Sell	3,433 -3,194	-48%	-$339K	0.01%	863
2026 Q1	$636K	Buy	+6,627	New	+$650K	0.01%	664
2024 Q2	–	Sell	-2,502	Closed	-$218K	–	727
2024 Q1	$218K	Buy	+2,502	New	+$199K	0.01%	675

Other funds holding MDYG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return

SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return

RFG Advisory's MDYG Position: Q3 2026 in Review

RFG Advisory increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 773% in Q3 2026, buying an estimated $2.87M and bringing the position to 29,976 shares worth $3.13M. The position accounts for 0.04% of the portfolio, ranked #277.

RFG Advisory first reported a position in MDYG in Q1 2024 and has held it in 4 quarters since. 248 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

RFG Advisory held 29,976 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $3.13M as of Q3 2026.
RFG Advisory bought 26,543 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2026, an estimated $2.87M.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.04% of RFG Advisory's portfolio in Q3 2026, its #277 holding.
RFG Advisory first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2024 and has held it in 4 quarters since.
248 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on RFG Advisory's 13F filing for Q3 2026, filed 3 Nov 2026.