Wealthspire Advisors (New York)’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Wealthspire Advisors (New York)’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	$1.22M	Sell	10,922 -177	-2%	-$18.8K	0.01%	519
2026 Q1	$1.07M	Sell	11,099 -1,524	-12%	-$149K	0.01%	399
2025 Q4	$1.17M	Buy	12,623 +443	+4%	+$40.7K	0.01%	397
2025 Q3	$1.12M	Sell	12,180 -620	-5%	-$55.7K	0.01%	368
2025 Q2	$1.11M	Sell	12,800 -135	-1%	-$11K	0.01%	369
2025 Q1	$1.03M	Buy	12,935 +514	+4%	+$44.2K	0.01%	375
2024 Q4	$1.08M	Buy	+12,421	New	+$1.12M	0.01%	357

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 22.9% 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

Wealthspire Advisors (New York)'s MDYG Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 1.6% in Q2 2026, selling an estimated $18.8K and leaving 10,922 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #519.

Wealthspire Advisors (New York) first reported a position in MDYG in Q4 2024 and has held it in 7 quarters since. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Wealthspire Advisors (New York) held 10,922 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.22M as of Q2 2026.
Wealthspire Advisors (New York) sold 177 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $18.8K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #519 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
423 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.