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

Connecticut Wealth 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	$1.07M	Hold	9,556	–	–	0.04%	155
2026 Q1	$917K	Hold	9,556	–	–	0.04%	164
2025 Q4	$883K	Sell	9,556 -519	-5%	-$47.7K	0.04%	168
2025 Q3	$922K	Buy	10,075 +383	+4%	+$34.4K	0.04%	163
2025 Q2	$842K	Hold	9,692	–	–	0.04%	168
2025 Q1	$770K	Buy	+9,692	New	+$834K	0.04%	174
2024 Q4	–	Sell	-9,773	Closed	-$858K	–	289
2024 Q3	$858K	Hold	9,773	–	–	0.04%	167
2024 Q2	$822K	Hold	9,773	–	–	0.04%	169
2024 Q1	$853K	Hold	9,773	–	–	0.05%	164
2023 Q4	$740K	Hold	9,773	–	–	0.04%	173
2023 Q3	$676K	Hold	9,773	–	–	0.05%	144
2023 Q2	$700K	Sell	9,773 -660	-6%	-$45.1K	0.05%	121
2023 Q1	$714K	Sell	10,433 -857	-8%	-$58.5K	0.05%	112
2022 Q4	$738K	Sell	11,290 -1,050	-9%	-$69.1K	0.06%	100
2022 Q3	$745K	Hold	12,340	–	–	0.07%	93
2022 Q2	$752K	Hold	12,340	–	–	0.07%	95
2022 Q1	$916K	Sell	12,340 -45	-0.4%	-$3.33K	0.07%	90
2021 Q4	$1.01M	Sell	12,385 -255	-2%	-$20.4K	0.08%	86
2021 Q3	$956K	Hold	12,640	–	–	0.08%	85
2021 Q2	$980K	Buy	+12,640	New	+$973K	0.09%	84
2021 Q1	–	Sell	-13,300	Closed	-$922K	–	197
2020 Q4	$922K	Sell	13,300 -485	-4%	-$31K	0.1%	78
2020 Q3	$791K	Sell	13,785 -255	-2%	-$14.5K	0.09%	95
2020 Q2	$755K	Buy	14,040 +675	+5%	+$33.6K	0.09%	68
2020 Q1	$572K	Sell	13,365 -53,610	-80%	-$2.83M	0.09%	86
2019 Q4	$3.82M	Sell	66,975 -2,017	-3%	-$111K	0.42%	40
2019 Q3	$3.71M	Hold	68,992	–	–	0.46%	41
2019 Q2	$3.75M	Buy	+68,992	New	+$3.67M	0.46%	41

Other funds holding MDYG

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

SWM

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

Connecticut Wealth Management's MDYG Position: Q2 2026 in Review

Connecticut Wealth Management held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 9,556 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #155.

Connecticut Wealth Management first reported a position in MDYG in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.82M in Q4 2019. 189 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Connecticut Wealth Management held 9,556 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.07M as of Q2 2026.
Connecticut Wealth Management 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 0.04% of Connecticut Wealth Management's portfolio in Q2 2026, its #155 holding.
Connecticut Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2019 and has held it in 27 quarters since.
Connecticut Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $3.82M in Q4 2019.
189 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.