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

Juncture Wealth Strategies’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	$513K	Buy	4,581 +74	+2%	+$7.84K	0.13%	111
2026 Q1	$432K	Buy	4,507 +2,112	+88%	+$207K	0.14%	84
2025 Q4	$221K	Sell	2,395 -64	-3%	-$5.88K	0.07%	125
2025 Q3	$225K	Buy	+2,459	New	+$221K	0.08%	120
2019 Q2	–	Sell	-4,078	Closed	-$214K	–	113
2019 Q1	$214K	Sell	4,078 -2,976	-42%	-$151K	0.17%	112
2018 Q4	$323K	Sell	7,054 -1,477	-17%	-$74.3K	0.22%	87
2018 Q3	$477K	Buy	8,531 +1,552	+22%	+$86.6K	0.25%	76
2018 Q2	$377K	Buy	+6,979	New	+$375K	0.2%	81

Other funds holding MDYG

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

SWM

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

Juncture Wealth Strategies's MDYG Position: Q2 2026 in Review

Juncture Wealth Strategies increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 1.6% in Q2 2026, buying an estimated $7.84K and bringing the position to 4,581 shares worth $513K. The position accounts for 0.13% of the portfolio, ranked #111.

Juncture Wealth Strategies first reported a position in MDYG in Q2 2018 and has held it in 8 quarters since. 188 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Juncture Wealth Strategies held 4,581 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $513K as of Q2 2026.
Juncture Wealth Strategies bought 74 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $7.84K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.13% of Juncture Wealth Strategies's portfolio in Q2 2026, its #111 holding.
Juncture Wealth Strategies first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2018 and has held it in 8 quarters since.
188 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.