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Heritage Wealth Management (California)’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Heritage Wealth Management (California)’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 		$3.58M Buy
31,931
+1,754
+6% +$186K 1.36% 15
2026
Q1 		$2.9M Buy
30,177
+2,179
+8% +$214K 1.6% 17
2025
Q4 		$2.59M Buy
27,998
+1,885
+7% +$173K 1.64% 18
2025
Q3 		$2.39M Buy
26,113
+572
+2% +$51.4K 1.6% 18
2025
Q2 		$2.22M Buy
25,541
+1,556
+6% +$127K 1.48% 17
2025
Q1 		$1.91M Buy
23,985
+1,336
+6% +$115K 1.43% 18
2024
Q4 		$1.97M Buy
22,649
+7,313
+48% +$658K 1.42% 17
2024
Q3 		$1.35M Sell
15,336
-328
-2% -$28K 0.95% 20
2024
Q2 		$1.32M Buy
15,664
+189
+1% +$16K 0.97% 22
2024
Q1 		$1.35M Sell
15,475
-1,790
-10% -$143K 1.02% 21
2023
Q4 		$1.31M Buy
+17,265
New +$1.21M 1.05% 21

Other funds holding MDYG

FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
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

Heritage Wealth Management (California)'s MDYG Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 5.8% in Q2 2026, buying an estimated $186K and bringing the position to 31,931 shares worth $3.58M. The position accounts for 1.36% of the portfolio, ranked #15.

Heritage Wealth Management (California) first reported a position in MDYG in Q4 2023 and has held it in 11 quarters since. 190 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Heritage Wealth Management (California) held 31,931 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $3.58M as of Q2 2026.
  • Heritage Wealth Management (California) bought 1,754 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $186K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 1.36% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #15 holding.
  • Heritage Wealth Management (California) first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 190 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.