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

DHJJ Financial Advisors’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 		$148K Buy
1,320
+26
+2% +$2.75K 0.04% 262
2026
Q1 		$124K Hold
1,294
– – 0.04% 260
2025
Q4 		$120K Hold
1,294
– – 0.04% 250
2025
Q3 		$118K Hold
1,294
– – 0.04% 235
2025
Q2 		$112K Buy
1,294
+27
+2% +$2.21K 0.04% 234
2025
Q1 		$101K Buy
1,267
+43
+4% +$3.7K 0.04% 221
2024
Q4 		$106K Hold
1,224
– – 0.04% 215
2024
Q3 		$107K Hold
1,224
– – 0.04% 210
2024
Q2 		$103K Hold
1,224
– – 0.04% 200
2024
Q1 		$107K Hold
1,224
– – 0.05% 194
2023
Q4 		$92.6K Hold
1,224
– – 0.04% 203
2023
Q3 		$84.6K Buy
+1,224
New +$88.2K 0.04% 201

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

DHJJ Financial Advisors's MDYG Position: Q2 2026 in Review

DHJJ Financial Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 2% in Q2 2026, buying an estimated $2.75K and bringing the position to 1,320 shares worth $148K. The position accounts for 0.04% of the portfolio, ranked #262.

DHJJ Financial Advisors first reported a position in MDYG in Q3 2023 and has held it in 12 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • DHJJ Financial Advisors held 1,320 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $148K as of Q2 2026.
  • DHJJ Financial Advisors bought 26 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $2.75K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.04% of DHJJ Financial Advisors's portfolio in Q2 2026, its #262 holding.
  • DHJJ Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.