Third View Private Wealth’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Third View Private Wealth’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	$435K	Sell	4,160 -310	-7%	-$33.6K	0.05%	193
2026 Q2	$501K	Sell	4,470 -191	-4%	-$20.2K	0.06%	178
2026 Q1	$447K	Sell	4,661 -642	-12%	-$62.9K	0.06%	177
2025 Q4	$490K	Buy	+5,303	New	+$487K	0.07%	171

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 13.12% 1-Year Est. Return

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

Third View Private Wealth's MDYG Position: Q3 2026 in Review

Third View Private Wealth reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 6.9% in Q3 2026, selling an estimated $33.6K and leaving 4,160 shares worth $435K. The position accounts for 0.05% of the portfolio, ranked #193.

Third View Private Wealth first reported a position in MDYG in Q4 2025 and has held it in 4 quarters since. The position peaked at $501K in Q2 2026. 248 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

Third View Private Wealth held 4,160 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $435K as of Q3 2026.
Third View Private Wealth sold 310 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2026, an estimated $33.6K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.05% of Third View Private Wealth's portfolio in Q3 2026, its #193 holding.
Third View Private Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
Third View Private Wealth's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $501K in Q2 2026.
248 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.