James T. Borello’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

James T. Borello’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 Q3	$100K	Hold	960	–	–	0.02%	171
2026 Q2	$108K	Hold	960	–	–	0.02%	161
2026 Q1	$92.1K	Hold	960	–	–	0.02%	157
2025 Q4	$88.7K	Hold	960	–	–	0.02%	142
2025 Q3	$87.9K	Hold	960	–	–	0.02%	132
2025 Q2	$83.4K	Hold	960	–	–	0.02%	126
2025 Q1	$76.3K	Hold	960	–	–	0.02%	117
2024 Q4	$83.4K	Hold	960	–	–	0.03%	102
2024 Q3	$84.2K	Hold	960	–	–	0.03%	92
2024 Q2	$80.7K	Hold	960	–	–	0.04%	88
2024 Q1	$83.8K	Hold	960	–	–	0.04%	87
2023 Q4	$72.6K	Buy	+960	New	+$67.3K	0.06%	64

Other funds holding MDYG

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return

SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

James T. Borello's MDYG Position: Q3 2026 in Review

James T. Borello held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q3 2026 at 960 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #171.

James T. Borello first reported a position in MDYG in Q4 2023 and has held it in 12 quarters since. The position peaked at $108K in Q2 2026. 169 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

James T. Borello held 960 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $100K as of Q3 2026.
James T. Borello left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q3 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.02% of James T. Borello's portfolio in Q3 2026, its #171 holding.
James T. Borello first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $108K in Q2 2026.
169 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.