Westside Investment Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Westside Investment Management’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	$800K	Buy	7,136 +1,486	+26%	+$157K	0.11%	159
2026 Q1	$542K	Buy	5,650 +4,063	+256%	+$398K	0.08%	182
2025 Q4	$147K	Buy	1,587 +1,478	+1,356%	+$136K	0.02%	322
2025 Q3	$9.98K	Hold	109	–	–	﹤0.01%	1099
2025 Q2	$9.47K	Hold	109	–	–	﹤0.01%	960
2025 Q1	$8.66K	Hold	109	–	–	﹤0.01%	702
2024 Q4	$9.47K	Hold	109	–	–	﹤0.01%	692
2024 Q3	$9.56K	Hold	109	–	–	﹤0.01%	684
2024 Q2	$9.16K	Hold	109	–	–	﹤0.01%	667
2024 Q1	$9.52K	Hold	109	–	–	﹤0.01%	639
2023 Q4	$8.25K	Hold	109	–	–	﹤0.01%	629
2023 Q3	$7.54K	Hold	109	–	–	﹤0.01%	634
2023 Q2	$7.81K	Hold	109	–	–	﹤0.01%	636
2023 Q1	$7.46K	Hold	109	–	–	﹤0.01%	640
2022 Q4	$7	Buy	+109	New	+$7.17K	﹤0.01%	652

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

Westside Investment Management's MDYG Position: Q2 2026 in Review

Westside Investment Management increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 26% in Q2 2026, buying an estimated $157K and bringing the position to 7,136 shares worth $800K. The position accounts for 0.11% of the portfolio, ranked #159.

Westside Investment Management first reported a position in MDYG in Q4 2022 and has held it in 15 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Westside Investment Management held 7,136 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $800K as of Q2 2026.
Westside Investment Management bought 1,486 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $157K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.11% of Westside Investment Management's portfolio in Q2 2026, its #159 holding.
Westside Investment Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2022 and has held it in 15 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 Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.