Valeo Financial Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Valeo Financial 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 Q3	$245K	Buy	2,344 +5	+0.2%	+$541	0.01%	699
2026 Q2	$262K	Hold	2,339	–	–	0.01%	667
2026 Q1	$224K	Sell	2,339 -60	-3%	-$5.88K	0.01%	656
2025 Q4	$222K	Hold	2,399	–	–	﹤0.01%	725
2025 Q3	$220K	Hold	2,399	–	–	0.01%	729
2025 Q2	$208K	Buy	+2,399	New	+$196K	0.01%	699
2025 Q1	–	Sell	-2,399	Closed	-$208K	–	736
2024 Q4	$208K	Sell	2,399 -22	-0.9%	-$1.98K	0.01%	654
2024 Q3	$212K	Buy	2,421 +22	+0.9%	+$1.88K	0.01%	638
2024 Q2	$202K	Sell	2,399 -135	-5%	-$11.4K	0.01%	611
2024 Q1	$211K	Buy	+2,534	New	+$202K	0.01%	595
2021 Q2	–	Sell	-52	Closed	-$4K	–	1271
2021 Q1	$4K	Hold	52	–	–	﹤0.01%	1630
2020 Q4	$4K	Sell	52 -89	-63%	-$5.7K	﹤0.01%	1422
2020 Q3	$8K	Hold	141	–	–	﹤0.01%	1141
2020 Q2	$8K	Sell	141 -88	-38%	-$4.38K	﹤0.01%	1362
2020 Q1	$11K	Buy	229 +14	+7%	+$739	﹤0.01%	1063
2019 Q4	$12K	Hold	215	–	–	﹤0.01%	1059
2019 Q3	$12K	Hold	215	–	–	﹤0.01%	980
2019 Q2	$12K	Hold	215	–	–	﹤0.01%	977
2019 Q1	$11K	Buy	215 +10	+5%	+$506	﹤0.01%	939
2018 Q4	$9K	Buy	205 +1	+0.5%	+$50	﹤0.01%	911
2018 Q3	$10K	Hold	204	–	–	﹤0.01%	970
2018 Q2	$11K	Buy	204 +36	+21%	+$1.93K	﹤0.01%	918
2018 Q1	$9K	Sell	168 -183	-52%	-$9.72K	﹤0.01%	960
2017 Q4	$18K	Buy	+351	New	+$17.9K	﹤0.01%	695

Other funds holding MDYG

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

MBI

May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

BCM

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Valeo Financial Advisors's MDYG Position: Q3 2026 in Review

Valeo Financial Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.21% in Q3 2026, buying an estimated $541 and bringing the position to 2,344 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #699.

Valeo Financial Advisors first reported a position in MDYG in Q4 2017 and has held it in 24 quarters since. The position peaked at $262K in Q2 2026. 30 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

Valeo Financial Advisors held 2,344 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $245K as of Q3 2026.
Valeo Financial Advisors bought 5 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2026, an estimated $541.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #699 holding.
Valeo Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and has held it in 24 quarters since.
Valeo Financial Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $262K in Q2 2026.
30 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.