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

Financial Life Planners’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	$72K	Buy	643 +1	+0.2%	+$106	0.05%	104
2026 Q1	$61.6K	Buy	+642	New	+$62.9K	0.05%	102
2025 Q4	–	Sell	-639	Closed	-$58.6K	–	215
2025 Q3	$58.6K	Buy	+639	New	+$57.4K	0.04%	115
2025 Q1	–	Sell	-636	Closed	-$55.2K	–	258
2024 Q4	$55.2K	Buy	+636	New	+$57.2K	0.05%	110

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

Financial Life Planners's MDYG Position: Q2 2026 in Review

Financial Life Planners increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.16% in Q2 2026, buying an estimated $106 and bringing the position to 643 shares worth $72K. The position accounts for 0.05% of the portfolio, ranked #104.

Financial Life Planners first reported a position in MDYG in Q4 2024 and has held it in 4 quarters since. 189 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Financial Life Planners held 643 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $72K as of Q2 2026.
Financial Life Planners bought 1 State Street SPDR S&P 400 Mid Cap Growth ETF share in Q2 2026, an estimated $106.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.05% of Financial Life Planners's portfolio in Q2 2026, its #104 holding.
Financial Life Planners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
189 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.