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

Wellspring Financial 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	$379K	Sell	3,378 -551	-14%	-$58.4K	0.02%	197
2026 Q1	$377K	Sell	3,929 -363,777	-99%	-$35.7M	0.03%	193
2025 Q4	$377K	Hold	367,706	–	–	0.03%	167
2025 Q3	$377K	Hold	367,706	–	–	0.03%	107
2025 Q2	$376K	Hold	367,706	–	–	0.04%	97
2025 Q1	$375K	Sell	367,706 -72	-0%	-$6.19K	0.04%	84
2024 Q4	$382K	Hold	367,778	–	–	0.04%	89
2024 Q3	$383K	Hold	367,778	–	–	0.05%	98
2024 Q2	$382K	Hold	367,778	–	–	0.05%	95
2024 Q1	$382K	Hold	367,778	–	–	0.06%	86
2023 Q4	$380K	Buy	367,778 +1	+0%	+$70	0.09%	85
2023 Q3	$379K	Hold	367,777	–	–	0.11%	72
2023 Q2	$380K	Sell	367,777 -542	-0.1%	-$37K	0.11%	70
2023 Q1	$416K	Buy	368,319 +1	+0%	+$68	0.12%	71
2022 Q4	$414K	Buy	368,318 +1	+0%	+$66	0.14%	69
2022 Q3	$410K	Sell	368,317 -412	-0.1%	-$27.2K	0.15%	56
2022 Q2	$436K	Sell	368,729 -14,054	-4%	-$945K	0.15%	53
2022 Q1	$1.49M	Buy	382,783 +355,442	+1,300%	+$26.3M	0.44%	35
2021 Q4	$2.23M	Sell	27,341 -4,410	-14%	-$353K	0.62%	32
2021 Q3	$2.4M	Sell	31,751 -9,067	-22%	-$705K	0.72%	30
2021 Q2	$3.16M	Buy	40,818 +26,453	+184%	+$2.04M	0.99%	27
2021 Q1	$615K	Sell	14,365 -19,455	-58%	-$1.44M	0.3%	37
2020 Q4	$2.35M	Buy	33,820 +2,984	+10%	+$191K	0.82%	27
2020 Q3	$1.77M	Buy	30,836 +6,539	+27%	+$373K	0.69%	30
2020 Q2	$1.31M	Buy	24,297 +9,932	+69%	+$495K	0.54%	31
2020 Q1	$615K	Buy	+14,365	New	+$758K	0.3%	37

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

Wellspring Financial Advisors's MDYG Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 14% in Q2 2026, selling an estimated $58.4K and leaving 3,378 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #197.

Wellspring Financial Advisors first reported a position in MDYG in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.16M in Q2 2021. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Wellspring Financial Advisors held 3,378 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $379K as of Q2 2026.
Wellspring Financial Advisors sold 551 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $58.4K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #197 holding.
Wellspring Financial 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.
Wellspring Financial Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $3.16M in Q2 2021.
421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.