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

Breachway Investments’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 		$320K Hold
2,857
– – 0.48% 52
2026
Q1 		$277K Sell
2,857
-95
-3% -$9.31K 0.27% 77
2025
Q4 		$273K Buy
+2,952
New +$271K 0.29% 78

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Breachway Investments's MDYG Position: Q2 2026 in Review

Breachway Investments held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 2,857 shares worth $320K. The position accounts for 0.48% of the portfolio, ranked #52.

Breachway Investments first reported a position in MDYG in Q4 2025 and has held it in 3 quarters since. 259 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Breachway Investments held 2,857 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $320K as of Q2 2026.
  • Breachway Investments left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.48% of Breachway Investments's portfolio in Q2 2026, its #52 holding.
  • Breachway Investments first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 259 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Breachway Investments's 13F filing for Q2 2026, filed 13 Jul 2026.