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

ERn Financial LLC’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 		$10.3M Buy
91,445
+389
+0.4% +$41.2K 1.7% 17
2026
Q1 		$8.74M Sell
91,056
-1,909
-2% -$187K 1.64% 19
2025
Q4 		$8.59M Buy
92,965
+1,274
+1% +$117K 1.62% 19
2025
Q3 		$8.4M Sell
91,691
-5,094
-5% -$458K 1.66% 17
2025
Q2 		$8.41M Sell
96,785
-9,106
-9% -$744K 1.77% 17
2025
Q1 		$8.41M Sell
105,891
-1,704
-2% -$147K 1.33% 23
2024
Q4 		$9.35M Sell
107,595
-270
-0.3% -$24.3K 1.4% 21
2024
Q3 		$9.46M Buy
107,865
+5,192
+5% +$443K 1.44% 20
2024
Q2 		$8.63M Buy
102,673
+7,872
+8% +$665K 1.43% 20
2024
Q1 		$8.28M Sell
94,801
-1,339
-1% -$107K 1.44% 19
2023
Q4 		$7.18M Buy
96,140
+22,303
+30% +$1.56M 1.36% 23
2023
Q3 		$5.11M Sell
73,837
-1,770
-2% -$128K 1.11% 28
2023
Q2 		$5.42M Buy
75,607
+2,092
+3% +$143K 1.13% 27
2023
Q1 		$5.03M Buy
73,515
+24
+0% +$1.64K 1.11% 27
2022
Q4 		$4.8M Buy
73,491
+4,664
+7% +$307K 1.09% 30
2022
Q3 		$4.15M Buy
68,827
+7,337
+12% +$484K 1.06% 29
2022
Q2 		$3.75M Buy
61,490
+17,957
+41% +$1.21M 0.91% 32
2022
Q1 		$3.23M Sell
43,533
-2,921
-6% -$216K 0.72% 38
2021
Q4 		$3.79M Buy
46,454
+925
+2% +$74.1K 0.85% 39
2021
Q3 		$3.44M Buy
45,529
+1
+0% +$78 0.88% 39
2021
Q2 		$3.53M Buy
45,528
+7,979
+21% +$614K 1.25% 27
2021
Q1 		$2.82M Buy
37,549
+370
+1% +$27.3K 1.09% 32
2020
Q4 		$2.58M Sell
37,179
-17,005
-31% -$1.09M 1.06% 32
2020
Q3 		$3.11M Sell
54,184
-496
-0.9% -$28.3K 1.46% 23
2020
Q2 		$2.94M Sell
54,680
-197
-0.4% -$9.82K 1.49% 23
2020
Q1 		$2.35M Sell
54,877
-19,851
-27% -$1.05M 1.55% 21
2019
Q4 		$4.27M Buy
74,728
+833
+1% +$45.8K 2.48% 13
2019
Q3 		$3.97M Buy
73,895
+5,301
+8% +$286K 2.83% 12
2019
Q2 		$3.72M Sell
68,594
-1,614
-2% -$85.9K 2.8% 12
2019
Q1 		$3.74M Buy
70,208
+4,357
+7% +$221K 2.26% 13
2018
Q4 		$3.02M Buy
+65,851
New +$3.31M 2.71% 10

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
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
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

ERn Financial LLC's MDYG Position: Q2 2026 in Review

ERn Financial LLC increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.43% in Q2 2026, buying an estimated $41.2K and bringing the position to 91,445 shares worth $10.3M. The position accounts for 1.7% of the portfolio, ranked #17.

ERn Financial LLC first reported a position in MDYG in Q4 2018 and has held it in 31 quarters since. 190 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • ERn Financial LLC held 91,445 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $10.3M as of Q2 2026.
  • ERn Financial LLC bought 389 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $41.2K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 1.7% of ERn Financial LLC's portfolio in Q2 2026, its #17 holding.
  • ERn Financial LLC first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 190 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.