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

GEN Financial 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	$2.77M	Buy	24,683 +371	+2%	+$39.3K	1.66%	10
2026 Q1	$2.33M	Buy	24,312 +3,500	+17%	+$343K	1.44%	10
2025 Q4	$1.92M	Buy	20,812 +722	+4%	+$66.3K	1.21%	14
2025 Q3	$1.84M	Sell	20,090 -953	-5%	-$85.7K	1.59%	12
2025 Q2	$1.83M	Buy	21,043 +17,383	+475%	+$1.42M	1.49%	11
2025 Q1	$291K	Buy	+3,660	New	+$315K	0.2%	42

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

GEN Financial Management's MDYG Position: Q2 2026 in Review

GEN Financial Management increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 1.5% in Q2 2026, buying an estimated $39.3K and bringing the position to 24,683 shares worth $2.77M. The position accounts for 1.66% of the portfolio, ranked #10.

GEN Financial Management first reported a position in MDYG in Q1 2025 and has held it in 6 quarters since. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

GEN Financial Management held 24,683 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $2.77M as of Q2 2026.
GEN Financial Management bought 371 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $39.3K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 1.66% of GEN Financial Management's portfolio in Q2 2026, its #10 holding.
GEN Financial Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
423 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.