VAG
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VisionPoint Advisory Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

VisionPoint Advisory Group’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 		$534K Buy
4,766
+312
+7% +$33.1K 0.09% 244
2026
Q1 		$427K Buy
4,454
+379
+9% +$37.1K 0.08% 253
2025
Q4 		$377K Buy
4,075
+1,232
+43% +$113K 0.07% 254
2025
Q3 		$260K Buy
+2,843
New +$256K 0.05% 325

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

VisionPoint Advisory Group's MDYG Position: Q2 2026 in Review

VisionPoint Advisory Group increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 7% in Q2 2026, buying an estimated $33.1K and bringing the position to 4,766 shares worth $534K. The position accounts for 0.09% of the portfolio, ranked #244.

VisionPoint Advisory Group first reported a position in MDYG in Q3 2025 and has held it in 4 quarters since. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • VisionPoint Advisory Group held 4,766 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $534K as of Q2 2026.
  • VisionPoint Advisory Group bought 312 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $33.1K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.09% of VisionPoint Advisory Group's portfolio in Q2 2026, its #244 holding.
  • VisionPoint Advisory Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.