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

Convergence Financial’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	$42M	Sell	374,287 -174,539	-32%	-$18.5M	3.34%	5
2026 Q1	$52.9M	Buy	548,826 +279,726	+104%	+$27.4M	5.61%	4
2025 Q4	$24.9M	Buy	269,100 +7,013	+3%	+$644K	3.63%	7
2025 Q3	$24M	Buy	262,087 +16,422	+7%	+$1.48M	3.6%	7
2025 Q2	$21.3M	Buy	245,665 +14,842	+6%	+$1.21M	3.67%	8
2025 Q1	$18.3M	Buy	230,823 +4,280	+2%	+$368K	3.6%	10
2024 Q4	$19.7M	Buy	226,543 +162	+0.1%	+$14.6K	3.93%	9
2024 Q3	$19.9M	Buy	226,381 +19,011	+9%	+$1.62M	4.22%	5
2024 Q2	$17.4M	Sell	207,370 -571	-0.3%	-$48.2K	4.61%	4
2024 Q1	$18.2M	Sell	207,941 -17,881	-8%	-$1.43M	7.49%	4
2023 Q4	$17.1M	Sell	225,822 -6,091	-3%	-$427K	7.63%	7
2023 Q3	$16M	Buy	231,913 +2,719	+1%	+$196K	9.52%	4
2023 Q2	$16.4M	Buy	229,194 +9,057	+4%	+$619K	10.09%	5
2023 Q1	$15.1M	Buy	220,137 +11,230	+5%	+$767K	11.1%	5
2022 Q4	$13.6M	Buy	208,907 +12,375	+6%	+$814K	12.09%	6
2022 Q3	$11.9M	Sell	196,532 -1,564	-0.8%	-$103K	13.01%	6
2022 Q2	$12.1M	Buy	198,096 +17,402	+10%	+$1.17M	12.47%	6
2022 Q1	$13.4M	Buy	180,694 +18,796	+12%	+$1.39M	14.38%	4
2021 Q4	$13.2M	Buy	+161,898	New	+$13M	13.72%	3

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

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return

Convergence Financial's MDYG Position: Q2 2026 in Review

Convergence Financial reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 32% in Q2 2026, selling an estimated $18.5M and leaving 374,287 shares worth $42M. The position accounts for 3.34% of the portfolio, ranked #5.

Convergence Financial first reported a position in MDYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $52.9M in Q1 2026. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Convergence Financial held 374,287 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $42M as of Q2 2026.
Convergence Financial sold 174,539 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $18.5M.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 3.34% of Convergence Financial's portfolio in Q2 2026, its #5 holding.
Convergence Financial first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
Convergence Financial's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $52.9M in Q1 2026.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.