Fingerlakes Wealth Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Fingerlakes Wealth Management’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	$209K	Buy	+1,869	New	+$198K	0.11%	96
2025 Q4	–	Sell	-2,208	Closed	-$202K	–	99
2025 Q3	$202K	Buy	+2,208	New	+$199K	0.13%	94
2025 Q1	–	Sell	-2,468	Closed	-$214K	–	88
2024 Q4	$214K	Sell	2,468 -135	-5%	-$12.1K	0.17%	83
2024 Q3	$228K	Sell	2,603 -157	-6%	-$13.4K	0.19%	83
2024 Q2	$232K	Buy	2,760 +7	+0.3%	+$591	0.21%	83
2024 Q1	$240K	Buy	2,753 +1	+0%	+$80	0.23%	82
2023 Q4	$208K	Buy	+2,752	New	+$193K	0.22%	84

Other funds holding MDYG

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Fingerlakes Wealth Management's MDYG Position: Q2 2026 in Review

Fingerlakes Wealth Management opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2026: 1,869 shares worth $209K. The stake represents 0.11% of the portfolio and ranks #96 among its holdings. This is a return to the name: Fingerlakes Wealth Management previously reported a position in MDYG as recently as Q3 2025.

Fingerlakes Wealth Management first reported a position in MDYG in Q4 2023 and has held it in 7 quarters since. The position peaked at $240K in Q1 2024. 123 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Fingerlakes Wealth Management held 1,869 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $209K as of Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF was a new Fingerlakes Wealth Management position in Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.11% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #96 holding.
Fingerlakes Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and has held it in 7 quarters since.
Fingerlakes Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $240K in Q1 2024.
123 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.