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Valley National Advisers’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Valley National Advisers’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
Q1 		$5K Hold
56
– – ﹤0.01% 682
2025
Q4 		$5K Sell
56
-72
-56% -$6.62K ﹤0.01% 687
2025
Q3 		$11K Buy
128
+61
+91% +$5.48K ﹤0.01% 545
2025
Q2 		$5K Hold
67
– – ﹤0.01% 651
2025
Q1 		$5K Hold
67
– – ﹤0.01% 647
2024
Q4 		$5K Buy
67
+11
+20% +$990 ﹤0.01% 629
2024
Q3 		$4K Hold
56
– – ﹤0.01% 612
2024
Q2 		$4K Buy
+56
New +$4.73K ﹤0.01% 795
2017
Q4 		– Sell
-39
Closed -$2K – 701
2017
Q3 		$2K Buy
+39
New +$1.87K ﹤0.01% 556

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return