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

Spire Wealth Management’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 		$2.18M Buy
19,439
+1,078
+6% +$114K 0.07% 259
2026
Q1 		$1.76M Buy
18,361
+1,452
+9% +$142K 0.06% 282
2025
Q4 		$1.56M Sell
16,909
-3,004
-15% -$276K 0.05% 307
2025
Q3 		$1.82M Sell
19,913
-1,706
-8% -$153K 0.06% 255
2025
Q2 		$1.88M Buy
21,619
+15,814
+272% +$1.29M 0.07% 246
2025
Q1 		$461K Buy
5,805
+530
+10% +$45.6K 0.01% 583
2024
Q4 		$458K Buy
5,275
+460
+10% +$41.4K 0.01% 568
2024
Q3 		$422K Buy
4,815
+585
+14% +$49.9K 0.01% 558
2024
Q2 		$356K Sell
4,230
-853
-17% -$72.1K 0.01% 567
2024
Q1 		$444K Buy
5,083
+3,196
+169% +$255K 0.01% 550
2023
Q4 		$143K Buy
1,887
+1,654
+710% +$116K ﹤0.01% 879
2023
Q3 		$16.1K Buy
233
+91
+64% +$6.56K ﹤0.01% 1585
2023
Q2 		$10.2K Hold
142
– – ﹤0.01% 1811
2023
Q1 		$9.72K Hold
142
– – ﹤0.01% 1854
2022
Q4 		$9K Hold
142
– – ﹤0.01% 1663
2022
Q3 		$9K Sell
142
-44
-24% -$2.9K ﹤0.01% 1598
2022
Q2 		$11K Buy
186
+1
+0.5% +$67 ﹤0.01% 1886
2022
Q1 		$14K Hold
185
– – ﹤0.01% 1923
2021
Q4 		$15K Hold
185
– – ﹤0.01% 2225
2021
Q3 		$14K Hold
185
– – ﹤0.01% 1992
2021
Q2 		$14K Sell
185
-246
-57% -$18.9K ﹤0.01% 2007
2021
Q1 		$32K Buy
+431
New +$31.8K ﹤0.01% 1947

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CF
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

Spire Wealth Management's MDYG Position: Q2 2026 in Review

Spire Wealth Management increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 5.9% in Q2 2026, buying an estimated $114K and bringing the position to 19,439 shares worth $2.18M. The position accounts for 0.07% of the portfolio, ranked #259.

Spire Wealth Management first reported a position in MDYG in Q1 2021 and has held it in 22 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Spire Wealth Management held 19,439 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $2.18M as of Q2 2026.
  • Spire Wealth Management bought 1,078 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $114K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.07% of Spire Wealth Management's portfolio in Q2 2026, its #259 holding.
  • Spire Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • 420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.