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 Q2	$997	Hold	9	–	–	0.01%	67
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 $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

Spurstone Advisory Services's MDYG Position: Q2 2026 in Review

Spurstone Advisory Services held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 9 shares worth $997. The position accounts for 0.01% of the portfolio, ranked #67.

Spurstone Advisory Services first reported a position in MDYG in Q1 2025 and has held it in 6 quarters since. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Spurstone Advisory Services held 9 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $997 as of Q2 2026.
Spurstone Advisory Services left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Spurstone Advisory Services's portfolio in Q2 2026, its #67 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 6 quarters since.
421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.