Grimes & Company’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Grimes & Company’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	$224K	Buy	+2,000	New	+$212K	﹤0.01%	418

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

Grimes & Company's MDYG Position: Q2 2026 in Review

Grimes & Company opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2026: 2,000 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #418 among its holdings.

420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Grimes & Company held 2,000 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $224K as of Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF was a new Grimes & Company position in Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Grimes & Company's portfolio in Q2 2026, its #418 holding.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.