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

Visionary Wealth 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 		$438K Sell
3,911
-1,587
-29% -$168K 0.02% 458
2026
Q1 		$528K Sell
5,498
-6,556
-54% -$643K 0.02% 389
2025
Q4 		$1.11M Sell
12,054
-7,421
-38% -$682K 0.05% 255
2025
Q3 		$1.78M Buy
19,475
+3,453
+22% +$310K 0.08% 210
2025
Q2 		$1.39M Sell
16,022
-16,771
-51% -$1.37M 0.07% 235
2025
Q1 		$2.61M Sell
32,793
-7,634
-19% -$657K 0.16% 148
2024
Q4 		$3.51M Buy
40,427
+1,338
+3% +$120K 0.21% 121
2024
Q3 		$3.43M Buy
39,089
+21,539
+123% +$1.84M 0.21% 116
2024
Q2 		$1.48M Sell
17,550
-16,295
-48% -$1.38M 0.1% 203
2024
Q1 		$2.95M Buy
33,845
+46
+0.1% +$3.67K 0.2% 127
2023
Q4 		$2.56M Sell
33,799
-4,890
-13% -$343K 0.19% 133
2023
Q3 		$2.67M Sell
38,689
-542
-1% -$39K 0.22% 119
2023
Q2 		$2.81M Buy
39,231
+10,830
+38% +$740K 0.23% 112
2023
Q1 		$1.94M Buy
28,401
+5,755
+25% +$393K 0.16% 129
2022
Q4 		$1.48M Buy
22,646
+17,200
+316% +$1.13M 0.14% 145
2022
Q3 		$329K Buy
5,446
+348
+7% +$23K 0.03% 279
2022
Q2 		$311K Sell
5,098
-6,342
-55% -$427K 0.03% 318
2022
Q1 		$849K Buy
11,440
+3,592
+46% +$266K 0.07% 189
2021
Q4 		$640K Buy
7,848
+1,914
+32% +$153K 0.05% 203
2021
Q3 		$449K Sell
5,934
-2,899
-33% -$225K 0.05% 202
2021
Q2 		$685K Buy
8,833
+990
+13% +$76.2K 0.07% 168
2021
Q1 		$589K Sell
7,843
-5,227
-40% -$386K 0.06% 184
2020
Q4 		$906K Sell
13,070
-6,782
-34% -$434K 0.1% 144
2020
Q3 		$1.14M Sell
19,852
-37,997
-66% -$2.17M 0.16% 112
2020
Q2 		$3.11M Sell
57,849
-49,460
-46% -$2.46M 0.47% 57
2020
Q1 		$4.59M Buy
+107,309
New +$5.66M 0.87% 35

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

Visionary Wealth Advisors's MDYG Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 29% in Q2 2026, selling an estimated $168K and leaving 3,911 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #458.

Visionary Wealth Advisors first reported a position in MDYG in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.59M in Q1 2020. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Visionary Wealth Advisors held 3,911 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $438K as of Q2 2026.
  • Visionary Wealth Advisors sold 1,587 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $168K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #458 holding.
  • Visionary Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $4.59M in Q1 2020.
  • 421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.