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Intrepid Financial Planning Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Intrepid Financial Planning Group’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
Q1 		$406K Buy
4,230
+89
+2% +$8.72K 0.16% 88
2025
Q4 		$383K Sell
4,141
-343
-8% -$31.5K 0.15% 87
2025
Q3 		$411K Sell
4,484
-9
-0.2% -$809 0.16% 88
2025
Q2 		$390K Sell
4,493
-342
-7% -$28K 0.16% 83
2025
Q1 		$384K Sell
4,835
-89
-2% -$7.66K 0.18% 81
2024
Q4 		$428K Sell
4,924
-203
-4% -$18.3K 0.18% 81
2024
Q3 		$450K Sell
5,127
-72
-1% -$6.15K 0.19% 74
2024
Q2 		$437K Buy
5,199
+831
+19% +$70.2K 0.19% 77
2024
Q1 		$381K Buy
4,368
+183
+4% +$14.6K 0.16% 85
2023
Q4 		$317K Sell
4,185
-75
-2% -$5.26K 0.15% 86
2023
Q3 		$295K Buy
4,260
+245
+6% +$17.6K 0.15% 83
2023
Q2 		$288K Buy
4,015
+337
+9% +$23K 0.14% 91
2023
Q1 		$252K Sell
3,678
-935
-20% -$63.9K 0.13% 94
2022
Q4 		$301K Sell
4,613
-150
-3% -$9.87K 0.16% 82
2022
Q3 		$287K Sell
4,763
-315
-6% -$20.8K 0.16% 73
2022
Q2 		$310K Buy
+5,078
New +$341K 0.17% 72

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Intrepid Financial Planning Group's MDYG Position: Q1 2026 in Review

Intrepid Financial Planning Group increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 2.1% in Q1 2026, buying an estimated $8.72K and bringing the position to 4,230 shares worth $406K. The position accounts for 0.16% of the portfolio, ranked #88.

Intrepid Financial Planning Group first reported a position in MDYG in Q2 2022 and has held it in 16 quarters since. The position peaked at $450K in Q3 2024. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Intrepid Financial Planning Group held 4,230 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $406K as of Q1 2026.
  • Intrepid Financial Planning Group bought 89 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $8.72K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.16% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #88 holding.
  • Intrepid Financial Planning Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • Intrepid Financial Planning Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $450K in Q3 2024.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.