PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$38.7K	Hold	345	–	–	0.01%	353
2026 Q1	$33.1K	Hold	345	–	–	0.01%	337
2025 Q4	$31.9K	Hold	345	–	–	0.01%	354
2025 Q3	$31.6K	Hold	345	–	–	0.01%	333
2025 Q2	$30K	Hold	345	–	–	0.01%	313
2025 Q1	$27.4K	Hold	345	–	–	0.01%	315
2024 Q4	$30K	Hold	345	–	–	0.01%	307
2024 Q3	$30.3K	Hold	345	–	–	0.02%	260
2024 Q2	$29K	Hold	345	–	–	0.02%	240
2024 Q1	$30.1K	Hold	345	–	–	0.02%	230
2023 Q4	$26.1K	Buy	+345	New	+$24.2K	0.02%	221

Other funds holding MDYG

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

AWM

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MDYG Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 345 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #353.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MDYG in Q4 2023 and has held it in 11 quarters since. 259 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 345 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $38.7K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #353 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
259 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.