EFG
MDYG icon

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

Everhart Financial Group’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 		$382K Sell
3,407
-3
-0.1% -$318 0.02% 316
2026
Q1 		$327K Buy
3,410
+361
+12% +$35.4K 0.03% 341
2025
Q4 		$282K Sell
3,049
-27
-0.9% -$2.48K 0.03% 339
2025
Q3 		$282K Buy
+3,076
New +$277K 0.03% 325

Other funds holding MDYG

GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Everhart Financial Group's MDYG Position: Q2 2026 in Review

Everhart Financial Group reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.09% in Q2 2026, selling an estimated $318 and leaving 3,407 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #316.

Everhart Financial Group first reported a position in MDYG in Q3 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Everhart Financial Group held 3,407 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $382K as of Q2 2026.
  • Everhart Financial Group sold 3 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $318.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #316 holding.
  • Everhart Financial Group 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.
  • 97 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.