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

Twelve Points 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	$1.51M	Sell	13,454 -124	-0.9%	-$13.1K	0.3%	68
2026 Q1	$1.3M	Sell	13,578 -302	-2%	-$29.6K	0.29%	74
2025 Q4	$1.34M	Sell	13,880 -978	-7%	-$89.9K	0.3%	71
2025 Q3	$1.36M	Sell	14,858 -290	-2%	-$26.1K	0.34%	74
2025 Q2	$1.32M	Hold	15,148	–	–	0.35%	69
2025 Q1	$1.2M	Sell	15,148 -126	-0.8%	-$10.8K	0.33%	70
2024 Q4	$1.33M	Sell	15,274 -293	-2%	-$26.4K	0.38%	64
2024 Q3	$1.37M	Sell	15,567 -58	-0.4%	-$4.95K	0.43%	56
2024 Q2	$1.31M	Hold	15,625	–	–	0.46%	51
2024 Q1	$1.36M	Sell	15,625 -17	-0.1%	-$1.35K	0.5%	52
2023 Q4	$1.18M	Sell	15,642 -2,040	-12%	-$143K	0.56%	53
2023 Q3	$1.22M	Sell	17,682 -5,271	-23%	-$380K	0.61%	48
2023 Q2	$1.64M	Sell	22,953 -3,665	-14%	-$250K	0.88%	29
2023 Q1	$1.82M	Sell	26,618 -599	-2%	-$40.9K	1.05%	18
2022 Q4	$1.78M	Buy	27,217 +19,641	+259%	+$1.29M	1.21%	17
2022 Q3	$457K	Sell	7,576 -135	-2%	-$8.91K	0.35%	93
2022 Q2	$470K	Buy	+7,711	New	+$519K	0.36%	96

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

Twelve Points Wealth Management's MDYG Position: Q2 2026 in Review

Twelve Points Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.91% in Q2 2026, selling an estimated $13.1K and leaving 13,454 shares worth $1.51M. The position accounts for 0.3% of the portfolio, ranked #68.

Twelve Points Wealth Management first reported a position in MDYG in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.82M in Q1 2023. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Twelve Points Wealth Management held 13,454 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.51M as of Q2 2026.
Twelve Points Wealth Management sold 124 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $13.1K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.3% of Twelve Points Wealth Management's portfolio in Q2 2026, its #68 holding.
Twelve Points Wealth Management 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.
Twelve Points Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.82M in Q1 2023.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.