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 Q3	$503K	Buy	4,811 +230	+5%	+$24.9K	0.13%	112
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

FFA

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

MSRI

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

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

MBI

May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

BCM

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Juncture Wealth Strategies's MDYG Position: Q3 2026 in Review

Juncture Wealth Strategies increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 5% in Q3 2026, buying an estimated $24.9K and bringing the position to 4,811 shares worth $503K. The position accounts for 0.13% of the portfolio, ranked #112.

Juncture Wealth Strategies first reported a position in MDYG in Q2 2018 and has held it in 9 quarters since. The position peaked at $513K in Q2 2026. 31 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

Juncture Wealth Strategies held 4,811 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $503K as of Q3 2026.
Juncture Wealth Strategies bought 230 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2026, an estimated $24.9K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.13% of Juncture Wealth Strategies's portfolio in Q3 2026, its #112 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 9 quarters since.
Juncture Wealth Strategies's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $513K in Q2 2026.
31 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.