LJAC
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L.J. Altfest & Co’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

L.J. Altfest & Co’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 		$640K Sell
5,708
-115
-2% -$12.2K 0.06% 190
2026
Q1 		$559K Sell
5,823
-208
-3% -$20.4K 0.06% 213
2025
Q4 		$557K Buy
6,031
+4
+0.1% +$368 0.06% 205
2025
Q3 		$552K Buy
6,027
+3
+0% +$270 0.06% 217
2025
Q2 		$523K Sell
6,024
-728
-11% -$59.5K 0.06% 210
2025
Q1 		$536K Buy
6,752
+3
+0% +$258 0.07% 202
2024
Q4 		$586K Sell
6,749
-359
-5% -$32.3K 0.07% 185
2024
Q3 		$624K Buy
7,108
+7
+0.1% +$598 0.08% 185
2024
Q2 		$597K Buy
7,101
+7
+0.1% +$591 0.08% 171
2024
Q1 		$619K Buy
7,094
+5
+0.1% +$399 0.09% 165
2023
Q4 		$536K Buy
7,089
+11
+0.2% +$772 0.08% 173
2023
Q3 		$489K Sell
7,078
-1,595
-18% -$115K 0.08% 184
2023
Q2 		$621K Buy
8,673
+851
+11% +$58.1K 0.09% 150
2023
Q1 		$535K Sell
7,822
-191
-2% -$13K 0.08% 159
2022
Q4 		$524K Sell
8,013
-447
-5% -$29.4K 0.09% 154
2022
Q3 		$511K Buy
8,460
+11
+0.1% +$726 0.1% 141
2022
Q2 		$515K Buy
8,449
+12
+0.1% +$807 0.09% 145
2022
Q1 		$626K Buy
8,437
+7
+0.1% +$518 0.11% 131
2021
Q4 		$687K Sell
8,430
-1,026
-11% -$82.2K 0.13% 119
2021
Q3 		$715K Buy
9,456
+18
+0.2% +$1.4K 0.15% 106
2021
Q2 		$732K Buy
9,438
+6
+0.1% +$462 0.16% 103
2021
Q1 		$708K Sell
9,432
-818
-8% -$60.4K 0.17% 104
2020
Q4 		$711K Sell
10,250
-40
-0.4% -$2.56K 0.17% 103
2020
Q3 		$591K Sell
10,290
-933
-8% -$53.2K 0.16% 104
2020
Q2 		$604K Sell
11,223
-1,272
-10% -$63.4K 0.17% 94
2020
Q1 		$535K Sell
12,495
-1,471
-11% -$77.6K 0.17% 98
2019
Q4 		$797K Sell
13,966
-31
-0.2% -$1.71K 0.2% 77
2019
Q3 		$752K Sell
13,997
-1,177
-8% -$63.5K 0.19% 77
2019
Q2 		$824K Sell
15,174
-540
-3% -$28.7K 0.22% 78
2019
Q1 		$826K Buy
15,714
+15
+0.1% +$760 0.2% 70
2018
Q4 		$720K Buy
+15,699
New +$789K 0.2% 70

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

L.J. Altfest & Co's MDYG Position: Q2 2026 in Review

L.J. Altfest & Co reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 2% in Q2 2026, selling an estimated $12.2K and leaving 5,708 shares worth $640K. The position accounts for 0.06% of the portfolio, ranked #190.

L.J. Altfest & Co first reported a position in MDYG in Q4 2018 and has held it in 31 quarters since. The position peaked at $826K in Q1 2019. 422 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • L.J. Altfest & Co held 5,708 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $640K as of Q2 2026.
  • L.J. Altfest & Co sold 115 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $12.2K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.06% of L.J. Altfest & Co's portfolio in Q2 2026, its #190 holding.
  • L.J. Altfest & Co first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • L.J. Altfest & Co's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $826K in Q1 2019.
  • 422 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.