GHP Investment Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

GHP Investment Advisors’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	$37.7M	Buy	336,389 +6,302	+2%	+$668K	1.39%	4
2026 Q1	$31.7M	Buy	330,087 +5,975	+2%	+$586K	1.3%	7
2025 Q4	$30M	Buy	324,112 +8,048	+3%	+$740K	1.23%	7
2025 Q3	$28.9M	Buy	316,064 +7,952	+3%	+$715K	1.22%	8
2025 Q2	$26.8M	Buy	308,112 +9,253	+3%	+$756K	1.19%	8
2025 Q1	$23.7M	Buy	298,859 +7,902	+3%	+$680K	1.14%	8
2024 Q4	$25.3M	Buy	290,957 +8,755	+3%	+$788K	1.18%	4
2024 Q3	$24.8M	Buy	282,202 +6,154	+2%	+$525K	1.14%	7
2024 Q2	$23.2M	Buy	276,048 +2,553	+0.9%	+$216K	1.16%	5
2024 Q1	$23.9M	Buy	273,495 +3,554	+1%	+$283K	1.18%	5
2023 Q4	$20.4M	Buy	269,941 +6,921	+3%	+$485K	1.1%	9
2023 Q3	$17.9M	Buy	263,020 +8,647	+3%	+$623K	1.09%	11
2023 Q2	$18.5M	Buy	254,373 +9,129	+4%	+$624K	1.08%	11
2023 Q1	$16.8M	Buy	245,244 +18,512	+8%	+$1.26M	1.07%	11
2022 Q4	$14.8M	Buy	226,732 +6,998	+3%	+$460K	1%	13
2022 Q3	$13.3M	Buy	219,734 +9,761	+5%	+$644K	1.02%	14
2022 Q2	$12.8M	Buy	209,973 +13,301	+7%	+$894K	0.95%	16
2022 Q1	$14.6M	Buy	196,672 +14,635	+8%	+$1.08M	0.96%	19
2021 Q4	$14.8M	Buy	182,037 +5,932	+3%	+$475K	1.05%	18
2021 Q3	$13.3M	Buy	176,105 +1,610	+0.9%	+$125K	1.06%	18
2021 Q2	$13.5M	Buy	174,495 +5,052	+3%	+$389K	1.09%	18
2021 Q1	$12.7M	Buy	169,443 +1,548	+0.9%	+$114K	1.1%	18
2020 Q4	$11.6M	Buy	167,895 +12,742	+8%	+$815K	1.11%	17
2020 Q3	$8.9M	Buy	155,153 +30,187	+24%	+$1.72M	1.01%	21
2020 Q2	$6.72M	Buy	124,966 +10,308	+9%	+$514K	0.83%	28
2020 Q1	$4.91M	Buy	114,658 +4,383	+4%	+$231K	0.74%	42
2019 Q4	$6.3M	Buy	110,275 +6,901	+7%	+$379K	0.68%	41
2019 Q3	$5.55M	Buy	103,374 +7,404	+8%	+$399K	0.69%	42
2019 Q2	$5.21M	Buy	95,970 +3,111	+3%	+$166K	0.63%	48
2019 Q1	$4.88M	Buy	92,859 +10,822	+13%	+$548K	0.63%	49
2018 Q4	$3.76M	Buy	82,037 +11,877	+17%	+$597K	0.57%	57
2018 Q3	$3.92M	Buy	70,160 +5,826	+9%	+$325K	0.52%	57
2018 Q2	$3.48M	Buy	64,334 +2,381	+4%	+$128K	0.49%	60
2018 Q1	$3.25M	Buy	61,953 +3,873	+7%	+$206K	0.46%	62
2017 Q4	$3.01M	Buy	58,080 +1,833	+3%	+$93.7K	0.43%	67
2017 Q3	$2.77M	Buy	56,247 +3,012	+6%	+$144K	0.42%	72
2017 Q2	$2.54M	Buy	53,235 +9,759	+22%	+$461K	0.4%	76
2017 Q1	$2.02M	Buy	43,476 +4,446	+11%	+$204K	0.35%	93
2016 Q4	$1.73M	Buy	39,030 +7,332	+23%	+$314K	0.32%	98
2016 Q3	$1.35M	Buy	31,698 +4,101	+15%	+$175K	0.28%	109
2016 Q2	$1.13M	Buy	27,597 +6,369	+30%	+$257K	0.24%	115
2016 Q1	$839K	Buy	21,228 +10,998	+108%	+$408K	0.19%	143
2015 Q4	$402K	Buy	+10,230	New	+$412K	0.1%	214

Other funds holding MDYG

FWP

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

SWM

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GHP Investment Advisors's MDYG Position: Q2 2026 in Review

GHP Investment Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 1.9% in Q2 2026, buying an estimated $668K and bringing the position to 336,389 shares worth $37.7M. The position accounts for 1.39% of the portfolio, ranked #4.

GHP Investment Advisors first reported a position in MDYG in Q4 2015 and has held it in 43 quarters since. 168 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

GHP Investment Advisors held 336,389 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $37.7M as of Q2 2026.
GHP Investment Advisors bought 6,302 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $668K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 1.39% of GHP Investment Advisors's portfolio in Q2 2026, its #4 holding.
GHP Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2015 and has held it in 43 quarters since.
168 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.