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

IHT 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 		$926K Sell
8,260
-360
-4% -$38.2K 0.02% 629
2026
Q1 		$827K Buy
8,620
+66
+0.8% +$6.47K 0.02% 635
2025
Q4 		$791K Sell
8,554
-959
-10% -$88.1K 0.02% 606
2025
Q3 		$871K Sell
9,513
-76
-0.8% -$6.83K 0.02% 571
2025
Q2 		$833K Buy
9,589
+46
+0.5% +$3.76K 0.02% 550
2025
Q1 		$758K Sell
9,543
-60
-0.6% -$5.16K 0.02% 548
2024
Q4 		$834K Buy
9,603
+725
+8% +$65.2K 0.03% 514
2024
Q3 		$779K Sell
8,878
-6,392
-42% -$546K 0.02% 578
2024
Q2 		$1.28M Sell
15,270
-20,667
-58% -$1.75M 0.05% 362
2024
Q1 		$3.14M Buy
35,937
+14,054
+64% +$1.12M 0.13% 160
2023
Q4 		$1.66M Buy
21,883
+1,587
+8% +$111K 0.07% 258
2023
Q3 		$1.4M Sell
20,296
-1,029
-5% -$74.1K 0.07% 271
2023
Q2 		$1.53M Buy
21,325
+82
+0.4% +$5.6K 0.08% 237
2023
Q1 		$1.45M Buy
21,243
+1,604
+8% +$110K 0.08% 231
2022
Q4 		$1.28M Sell
19,639
-227
-1% -$14.9K 0.08% 249
2022
Q3 		$1.2M Buy
19,866
+6,372
+47% +$421K 0.09% 244
2022
Q2 		$823K Buy
13,494
+3,365
+33% +$226K 0.07% 275
2022
Q1 		$752K Sell
10,129
-1,740
-15% -$129K 0.06% 320
2021
Q4 		$968K Sell
11,869
-114,412
-91% -$9.17M 0.07% 266
2021
Q3 		$9.55M Sell
126,281
-41,918
-25% -$3.26M 0.78% 19
2021
Q2 		$13M Buy
168,199
+10,970
+7% +$844K 0.83% 20
2021
Q1 		$11.8M Sell
157,229
-160
-0.1% -$11.8K 0.85% 21
2020
Q4 		$10.9M Sell
157,389
-37,825
-19% -$2.42M 0.91% 15
2020
Q3 		$11.2M Buy
195,214
+187,887
+2,564% +$10.7M 1.12% 13
2020
Q2 		$394K Buy
+7,327
New +$365K 0.05% 340
2018
Q2 		– Sell
-3,609
Closed -$185K – 978
2018
Q1 		$185K Sell
3,609
-6
-0.2% -$319 0.05% 357
2017
Q4 		$193K Buy
3,615
+3,504
+3,157% +$179K 0.05% 354
2017
Q3 		$6K Sell
111
-1,869
-94% -$89.5K ﹤0.01% 1064
2017
Q2 		$10K Buy
1,980
+1,680
+560% +$79.4K ﹤0.01% 976
2017
Q1 		$4K Buy
300
+165
+122% +$7.57K ﹤0.01% 991
2016
Q4 		$6K Buy
+135
New +$5.78K ﹤0.01% 885

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CF
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

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

IHT Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 4.2% in Q2 2026, selling an estimated $38.2K and leaving 8,260 shares worth $926K. The position accounts for 0.02% of the portfolio, ranked #629.

IHT Wealth Management first reported a position in MDYG in Q4 2016 and has held it in 31 quarters since. The position peaked at $13M in Q2 2021. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • IHT Wealth Management held 8,260 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $926K as of Q2 2026.
  • IHT Wealth Management sold 360 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $38.2K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #629 holding.
  • IHT Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2016 and has held it in 31 quarters since.
  • IHT Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $13M in Q2 2021.
  • 420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.