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

Balanced Wealth Group’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 		$6.53M Sell
58,278
-85,979
-60% -$9.11M 2.07% 13
2026
Q1 		$13.8M Buy
144,257
+4,123
+3% +$404K 4.95% 6
2025
Q4 		$12.9M Buy
140,134
+5,324
+4% +$489K 4.7% 7
2025
Q3 		$11.8M Sell
134,810
-992
-0.7% -$89.2K 5.17% 6
2025
Q2 		$12.1M Buy
135,802
+16,123
+13% +$1.32M 5.23% 6
2025
Q1 		$9.51M Sell
119,679
-3,600
-3% -$310K 4.6% 6
2024
Q4 		$11M Buy
123,279
+8,694
+8% +$782K 4.94% 6
2024
Q3 		$9.97M Sell
114,585
-112,514
-50% -$9.61M 4.41% 7
2024
Q2 		$8.89M Buy
227,099
+12,984
+6% +$1.1M 4.04% 7
2024
Q1 		$8.07M Buy
214,115
+177,178
+480% +$14.1M 3.6% 8
2023
Q4 		$2.8M Buy
+36,937
New +$2.59M 1.45% 18

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

Balanced Wealth Group's MDYG Position: Q2 2026 in Review

Balanced Wealth Group reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 60% in Q2 2026, selling an estimated $9.11M and leaving 58,278 shares worth $6.53M. The position accounts for 2.07% of the portfolio, ranked #13.

Balanced Wealth Group first reported a position in MDYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.8M in Q1 2026. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Balanced Wealth Group held 58,278 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $6.53M as of Q2 2026.
  • Balanced Wealth Group sold 85,979 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $9.11M.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 2.07% of Balanced Wealth Group's portfolio in Q2 2026, its #13 holding.
  • Balanced Wealth Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Balanced Wealth Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $13.8M in Q1 2026.
  • 421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.