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

Spurstone Advisory Services’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 Q1	$864	Hold	9	–	–	0.01%	51
2025 Q4	$832	Hold	9	–	–	0.01%	69
2025 Q3	$824	Hold	9	–	–	0.01%	87
2025 Q2	$781	Hold	9	–	–	0.01%	111
2025 Q1	$715	Buy	+9	New	+$774	0.01%	76

Other funds holding MDYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Spurstone Advisory Services's MDYG Position: Q1 2026 in Review

Spurstone Advisory Services held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q1 2026 at 9 shares worth $864. The position accounts for 0.01% of the portfolio, ranked #51.

Spurstone Advisory Services first reported a position in MDYG in Q1 2025 and has held it in 5 quarters since. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

Spurstone Advisory Services held 9 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $864 as of Q1 2026.
Spurstone Advisory Services left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q1 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Spurstone Advisory Services's portfolio in Q1 2026, its #51 holding.
Spurstone Advisory Services first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.