BFC Planning, Inc.’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

BFC Planning, 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	$640K	Sell	5,713 -227	-4%	-$24.1K	0.03%	527
2026 Q1	$570K	Sell	5,940 -700	-11%	-$68.6K	0.03%	526
2025 Q4	$614K	Buy	6,640 +6,319	+1,969%	+$581K	0.03%	495
2025 Q3	$29.4K	Hold	321	–	–	﹤0.01%	1395
2025 Q2	$27.9K	Sell	321 -5,515	-94%	-$451K	﹤0.01%	1360
2025 Q1	$464K	Buy	5,836 +1,392	+31%	+$120K	0.04%	341
2024 Q4	$386K	Buy	+4,444	New	+$400K	0.03%	408

Other funds holding MDYG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 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

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

BFC Planning, Inc.'s MDYG Position: Q2 2026 in Review

BFC Planning, Inc. reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 3.8% in Q2 2026, selling an estimated $24.1K and leaving 5,713 shares worth $640K. The position accounts for 0.03% of the portfolio, ranked #527.

BFC Planning, Inc. first reported a position in MDYG in Q4 2024 and has held it in 7 quarters since. 427 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

BFC Planning, Inc. held 5,713 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $640K as of Q2 2026.
BFC Planning, Inc. sold 227 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $24.1K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #527 holding.
BFC Planning, Inc. first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
427 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.