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

Burney Company’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 		$244K Sell
2,181
-42
-2% -$4.45K 0.01% 562
2026
Q1 		$213K Sell
2,223
-856
-28% -$83.9K 0.01% 556
2025
Q4 		$285K Sell
3,079
-291
-9% -$26.7K 0.01% 534
2025
Q3 		$309K Buy
+3,370
New +$303K 0.01% 499

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

Burney Company's MDYG Position: Q2 2026 in Review

Burney Company reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 1.9% in Q2 2026, selling an estimated $4.45K and leaving 2,181 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #562.

Burney Company first reported a position in MDYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $309K in Q3 2025. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Burney Company held 2,181 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $244K as of Q2 2026.
  • Burney Company sold 42 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $4.45K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Burney Company's portfolio in Q2 2026, its #562 holding.
  • Burney Company first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Burney Company's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $309K in Q3 2025.
  • 420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.