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

WCG 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 		$31.3M Sell
279,491
-25,989
-9% -$2.75M 0.74% 33
2026
Q1 		$29.3M Buy
305,480
+29,295
+11% +$2.87M 0.82% 32
2025
Q4 		$25.5M Buy
276,185
+198,955
+258% +$18.3M 0.72% 37
2025
Q3 		$7.07M Sell
77,230
-8,160
-10% -$734K 0.44% 64
2025
Q2 		$7.42M Buy
85,390
+3,825
+5% +$313K 0.48% 64
2025
Q1 		$6.48M Sell
81,565
-9,981
-11% -$859K 0.49% 65
2024
Q4 		$7.95M Buy
91,546
+629
+0.7% +$56.6K 0.53% 58
2024
Q3 		$7.98M Sell
90,917
-5,568
-6% -$475K 0.54% 53
2024
Q2 		$8.11M Buy
96,485
+601
+0.6% +$50.8K 0.6% 48
2024
Q1 		$8.37M Sell
95,884
-35,021
-27% -$2.79M 0.7% 42
2023
Q4 		$9.91M Sell
130,905
-22,599
-15% -$1.59M 0.73% 43
2023
Q3 		$10.8M Buy
153,504
+10,235
+7% +$737K 0.79% 39
2023
Q2 		$10.3M Sell
143,269
-10,678
-7% -$729K 1.2% 27
2023
Q1 		$10.5M Buy
153,947
+9,360
+6% +$639K 1.35% 24
2022
Q4 		$9.45M Buy
144,587
+14,004
+11% +$921K 1.3% 25
2022
Q3 		$8.49M Sell
130,583
-3,730
-3% -$246K 1.12% 26
2022
Q2 		$8.19M Buy
+134,313
New +$9.03M 1.14% 25

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

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

WCG Wealth Advisors reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 8.5% in Q2 2026, selling an estimated $2.75M and leaving 279,491 shares worth $31.3M. The position accounts for 0.74% of the portfolio, ranked #33.

WCG Wealth Advisors first reported a position in MDYG in Q2 2022 and has held it in 17 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • WCG Wealth Advisors held 279,491 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $31.3M as of Q2 2026.
  • WCG Wealth Advisors sold 25,989 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $2.75M.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.74% of WCG Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • WCG Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2022 and has held it in 17 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 WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.