FHC
MDYG icon

First Heartland Consultants’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

First Heartland Consultants’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 		$277K Sell
2,471
-77
-3% -$8.16K 0.02% 494
2026
Q1 		$244K Buy
2,548
+45
+2% +$4.41K 0.02% 464
2025
Q4 		$231K Sell
2,503
-22
-0.9% -$2.02K 0.02% 480
2025
Q3 		$231K Sell
2,525
-35
-1% -$3.15K 0.02% 471
2025
Q2 		$222K Sell
2,560
-164
-6% -$13.4K 0.02% 450
2025
Q1 		$216K Sell
2,724
-15
-0.5% -$1.29K 0.02% 413
2024
Q4 		$238K Sell
2,739
-60
-2% -$5.4K 0.02% 395
2024
Q3 		$246K Sell
2,799
-8,113
-74% -$693K 0.03% 382
2024
Q2 		$917 Buy
10,912
+7,998
+274% +$676K 0.06% 180
2024
Q1 		$254K Sell
2,914
-305
-9% -$24.3K 0.03% 361
2023
Q4 		$244K Sell
3,219
-112
-3% -$7.86K 0.03% 325
2023
Q3 		$230K Sell
3,331
-61
-2% -$4.39K 0.03% 344
2023
Q2 		$243K Buy
3,392
+2
+0.1% +$137 0.03% 329
2023
Q1 		$232K Sell
3,390
-108
-3% -$7.38K 0.03% 321
2022
Q4 		$229K Buy
+3,498
New +$230K 0.04% 329
2022
Q2 		– Sell
-2,747
Closed -$203K – 372
2022
Q1 		$203K Sell
2,747
-7
-0.3% -$518 0.03% 335
2021
Q4 		$224 Sell
2,754
-130
-5% -$10.4K 0.01% 345
2021
Q3 		$218K Buy
2,884
+53
+2% +$4.12K 0.03% 357
2021
Q2 		$219K Sell
2,831
-18,877
-87% -$1.45M 0.03% 357
2021
Q1 		$1.63M Sell
21,708
-620
-3% -$45.8K 0.26% 89
2020
Q4 		$1.55M Buy
22,328
+2,022
+10% +$129K 0.26% 79
2020
Q3 		$1.17M Sell
20,306
-52,387
-72% -$2.99M 0.22% 85
2020
Q2 		$3.91M Buy
72,693
+66,574
+1,088% +$3.32M 0.77% 33
2020
Q1 		$262K Sell
6,119
-132,949
-96% -$7.01M 0.07% 206
2019
Q4 		$7.94M Buy
139,068
+130,688
+1,560% +$7.19M 1.56% 11
2019
Q3 		$450K Buy
8,380
+763
+10% +$41.2K 0.1% 175
2019
Q2 		$413K Buy
7,617
+458
+6% +$24.4K 0.1% 178
2019
Q1 		$376K Sell
7,159
-975
-12% -$49.4K 0.11% 175
2018
Q4 		$373K Sell
8,134
-3,313
-29% -$167K 0.14% 143
2018
Q3 		$640K Sell
11,447
-16,233
-59% -$905K 0.2% 112
2018
Q2 		$1.5M Sell
27,680
-7,423
-21% -$399K 0.53% 57
2018
Q1 		$1.84M Buy
35,103
+28,659
+445% +$1.52M 0.55% 57
2017
Q4 		$334K Buy
+6,444
New +$329K 0.1% 203

Other funds holding MDYG

GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 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
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

First Heartland Consultants's MDYG Position: Q2 2026 in Review

First Heartland Consultants reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 3% in Q2 2026, selling an estimated $8.16K and leaving 2,471 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #494.

First Heartland Consultants first reported a position in MDYG in Q4 2017 and has held it in 33 quarters since. The position peaked at $7.94M in Q4 2019. 74 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • First Heartland Consultants held 2,471 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $277K as of Q2 2026.
  • First Heartland Consultants sold 77 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $8.16K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #494 holding.
  • First Heartland Consultants first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and has held it in 33 quarters since.
  • First Heartland Consultants's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $7.94M in Q4 2019.
  • 74 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.