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

HB Wealth 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	$477K	Buy	4,256 +710	+20%	+$75.2K	﹤0.01%	1129
2026 Q1	$340K	Hold	3,546	–	–	﹤0.01%	1153
2025 Q4	$328K	Hold	3,546	–	–	﹤0.01%	1098
2025 Q3	$325K	Sell	3,546 -51	-1%	-$4.58K	﹤0.01%	1036
2025 Q2	$312K	Hold	3,597	–	–	﹤0.01%	925
2025 Q1	$286K	Hold	3,597	–	–	﹤0.01%	991
2024 Q4	$313K	Hold	3,597	–	–	﹤0.01%	801
2024 Q3	$316K	Hold	3,597	–	–	﹤0.01%	740
2024 Q2	$302K	Hold	3,597	–	–	﹤0.01%	708
2024 Q1	$314K	Sell	3,597 -37	-1%	-$2.95K	﹤0.01%	641
2023 Q4	$275K	Buy	3,634 +88	+2%	+$6.17K	﹤0.01%	641
2023 Q3	$245K	Sell	3,546 -131	-4%	-$9.44K	﹤0.01%	632
2023 Q2	$263K	Hold	3,677	–	–	﹤0.01%	587
2023 Q1	$252K	Buy	3,677 +131	+4%	+$8.95K	﹤0.01%	587
2022 Q4	$232K	Hold	3,546	–	–	﹤0.01%	599
2022 Q3	$214K	Hold	3,546	–	–	﹤0.01%	530
2022 Q2	$216K	Sell	3,546 -40	-1%	-$2.69K	﹤0.01%	530
2022 Q1	$266K	Buy	+3,586	New	+$265K	﹤0.01%	482

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

HB Wealth Management's MDYG Position: Q2 2026 in Review

HB Wealth Management increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 20% in Q2 2026, buying an estimated $75.2K and bringing the position to 4,256 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

HB Wealth Management first reported a position in MDYG in Q1 2022 and has held it in 18 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

HB Wealth Management held 4,256 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $477K as of Q2 2026.
HB Wealth Management bought 710 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $75.2K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1129 holding.
HB Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.