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Trail Ridge Investment Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Trail Ridge Investment Advisors’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 		$363K Sell
3,242
-168
-5% -$17.8K 0.15% 75
2026
Q1 		$327K Sell
3,410
-73
-2% -$7.16K 0.14% 86
2025
Q4 		$322K Sell
3,483
-27
-0.8% -$2.48K 0.14% 86
2025
Q3 		$321K Sell
3,510
-17
-0.5% -$1.53K 0.14% 88
2025
Q2 		$313K Buy
3,527
+888
+34% +$72.6K 0.15% 84
2025
Q1 		$210K Sell
2,639
-34
-1% -$2.92K 0.11% 99
2024
Q4 		$232K Sell
2,673
-55
-2% -$4.95K 0.11% 99
2024
Q3 		$238K Sell
2,728
-13
-0.5% -$1.11K 0.11% 101
2024
Q2 		$230K Sell
2,741
-819
-23% -$69.2K 0.12% 99
2024
Q1 		$311K Sell
3,560
-38
-1% -$3.03K 0.18% 84
2023
Q4 		$272K Sell
3,598
-24
-0.7% -$1.68K 0.17% 93
2023
Q3 		$250K Sell
3,622
-155
-4% -$11.2K 0.17% 92
2023
Q2 		$271K Sell
3,777
-108
-3% -$7.38K 0.17% 103
2023
Q1 		$266K Sell
3,885
-434
-10% -$29.6K 0.17% 101
2022
Q4 		$282K Sell
4,319
-433
-9% -$28.5K 0.19% 102
2022
Q3 		$327K Sell
4,752
-207
-4% -$13.7K 0.22% 104
2022
Q2 		$302K Buy
+4,959
New +$333K 0.2% 122

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

Trail Ridge Investment Advisors's MDYG Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 4.9% in Q2 2026, selling an estimated $17.8K and leaving 3,242 shares worth $363K. The position accounts for 0.15% of the portfolio, ranked #75.

Trail Ridge Investment Advisors first reported a position in MDYG in Q2 2022 and has held it in 17 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Trail Ridge Investment Advisors held 3,242 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $363K as of Q2 2026.
  • Trail Ridge Investment Advisors sold 168 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $17.8K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.15% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #75 holding.
  • Trail Ridge Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2022 and has held it in 17 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 Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.