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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
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

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

Valeo Financial Advisors's MDYG Position: Q2 2026 in Review

Valeo Financial Advisors held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 2,339 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #667.

Valeo Financial Advisors first reported a position in MDYG in Q4 2017 and has held it in 23 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Valeo Financial Advisors held 2,339 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $262K as of Q2 2026.
  • Valeo Financial Advisors 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 Valeo Financial Advisors's portfolio in Q2 2026, its #667 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 23 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 Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.