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

HHM Wealth 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	$5.94K	Hold	53	–	–	﹤0.01%	707
2026 Q1	$5.09K	Hold	53	–	–	﹤0.01%	716
2025 Q4	$4.9K	Hold	53	–	–	﹤0.01%	708
2025 Q3	$4.85K	Hold	53	–	–	﹤0.01%	730
2025 Q2	$4.61K	Hold	53	–	–	﹤0.01%	697
2025 Q1	$4.21K	Hold	53	–	–	﹤0.01%	682
2024 Q4	$4.61K	Hold	53	–	–	﹤0.01%	687
2024 Q3	$4.65K	Hold	53	–	–	﹤0.01%	661
2024 Q2	$4.46K	Hold	53	–	–	﹤0.01%	644
2024 Q1	$4.63K	Buy	+53	New	+$4.22K	﹤0.01%	632
2023 Q3	–	Sell	-6	Closed	-$402	–	807
2023 Q2	$402	Buy	+6	New	+$410	﹤0.01%	778

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 22.9% 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

HHM Wealth Advisors's MDYG Position: Q2 2026 in Review

HHM Wealth Advisors held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 53 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

HHM Wealth Advisors first reported a position in MDYG in Q2 2023 and has held it in 11 quarters since. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

HHM Wealth Advisors held 53 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $5.94K as of Q2 2026.
HHM Wealth Advisors left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #707 holding.
HHM Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2023 and has held it in 11 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 HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.