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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
Q2 		$504K Buy
4,495
+265
+6% +$28.1K 0.17% 78
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 $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

Intrepid Financial Planning Group's MDYG Position: Q2 2026 in Review

Intrepid Financial Planning Group increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 6.3% in Q2 2026, buying an estimated $28.1K and bringing the position to 4,495 shares worth $504K. The position accounts for 0.17% of the portfolio, ranked #78.

Intrepid Financial Planning Group first reported a position in MDYG in Q2 2022 and has held it in 17 quarters since. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Intrepid Financial Planning Group held 4,495 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $504K as of Q2 2026.
  • Intrepid Financial Planning Group bought 265 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $28.1K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.17% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #78 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 17 quarters since.
  • 421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.