WealthShield Partners’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

WealthShield Partners’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	$44.5K	Sell	397 -70,992	-99%	-$7.52M	0.01%	287
2026 Q1	$6.85M	Buy	71,389 +617	+0.9%	+$60.5K	0.76%	29
2025 Q4	$6.54M	Sell	70,772 -1,316	-2%	-$121K	0.72%	32
2025 Q3	$6.6M	Sell	72,088 -1,066	-1%	-$95.8K	0.75%	32
2025 Q2	$6.35M	Buy	73,154 +2,189	+3%	+$179K	0.77%	32
2025 Q1	$5.64M	Buy	70,965 +920	+1%	+$79.1K	0.72%	38
2024 Q4	$6.09M	Buy	70,045 +12,914	+23%	+$1.16M	0.86%	33
2024 Q3	$5.01M	Sell	57,131 -3,463	-6%	-$296K	0.68%	37
2024 Q2	$5.09M	Buy	60,594 +380	+0.6%	+$32.1K	0.78%	29
2024 Q1	$5.26M	Sell	60,214 -9,830	-14%	-$784K	0.85%	29
2023 Q4	$5.3M	Buy	70,044 +2,759	+4%	+$194K	0.87%	26
2023 Q3	$4.65M	Sell	67,285 -2,110	-3%	-$152K	0.7%	35
2023 Q2	$4.97M	Buy	69,395 +4,154	+6%	+$284K	0.75%	31
2023 Q1	$4.47M	Buy	65,241 +1,592	+3%	+$109K	0.72%	31
2022 Q4	$4.16M	Buy	63,649 +907	+1%	+$59.7K	0.8%	27
2022 Q3	$3.79M	Sell	62,742 -1,742	-3%	-$115K	0.75%	30
2022 Q2	$3.93M	Buy	64,484 +506	+0.8%	+$34K	0.78%	30
2022 Q1	$4.75M	Buy	+63,978	New	+$4.73M	0.76%	31
2021 Q2	–	Sell	-62	Closed	-$5K	–	982
2021 Q1	$5K	Buy	+62	New	+$4.58K	﹤0.01%	962
2020 Q2	–	Sell	-48	Closed	-$2K	–	335
2020 Q1	$2K	Sell	48 -95	-66%	-$5.01K	﹤0.01%	256
2019 Q4	$8K	Sell	143 -203	-59%	-$11.2K	﹤0.01%	249
2019 Q3	$19K	Hold	346	–	–	0.01%	223
2019 Q2	$19K	Buy	346 +47	+16%	+$2.5K	0.01%	196
2019 Q1	$16K	Hold	299	–	–	0.01%	224
2018 Q4	$14K	Hold	299	–	–	0.01%	197
2018 Q3	$17K	Hold	299	–	–	0.01%	192
2018 Q2	$16K	Buy	+299	New	+$16.1K	0.01%	191

Other funds holding MDYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WealthShield Partners's MDYG Position: Q2 2026 in Review

WealthShield Partners reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 99% in Q2 2026, selling an estimated $7.52M and leaving 397 shares worth $44.5K. The position accounts for 0.01% of the portfolio, ranked #287.

WealthShield Partners first reported a position in MDYG in Q2 2018 and has held it in 27 quarters since. The position peaked at $6.85M in Q1 2026. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

WealthShield Partners held 397 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $44.5K as of Q2 2026.
WealthShield Partners sold 70,992 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $7.52M.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #287 holding.
WealthShield Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2018 and has held it in 27 quarters since.
WealthShield Partners's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $6.85M in Q1 2026.
423 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.