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	$917K	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	$224K	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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 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. 421 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.
421 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.