Larson Financial Group
MDYG icon

Larson Financial Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Larson Financial 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
Q3 		$1.17M Sell
11,215
-142
-1% -$15.4K 0.03% 333
2026
Q2 		$1.27M Sell
11,357
-89
-0.8% -$9.43K 0.03% 320
2026
Q1 		$1.1M Sell
11,446
-314
-3% -$30.8K 0.04% 307
2025
Q4 		$1.09M Buy
11,760
+922
+9% +$84.7K 0.04% 306
2025
Q3 		$992K Buy
10,838
+8,967
+479% +$806K 0.03% 310
2025
Q2 		$162K Sell
1,871
-297
-14% -$24.3K 0.01% 705
2025
Q1 		$172K Sell
2,168
-3
-0.1% -$258 0.01% 657
2024
Q4 		$189K Sell
2,171
-4,632
-68% -$417K 0.01% 579
2024
Q3 		$597K Sell
6,803
-22,199
-77% -$1.9M 0.03% 296
2024
Q2 		$2.44M Sell
29,002
-38
-0.1% -$3.21K 0.17% 109
2024
Q1 		$2.53M Buy
29,040
+26,024
+863% +$2.07M 0.2% 99
2023
Q4 		$228K Sell
3,016
-32,536
-92% -$2.28M 0.02% 326
2023
Q3 		$2.46M Sell
35,552
-4,253
-11% -$306K 0.24% 76
2023
Q2 		$2.85M Sell
39,805
-671
-2% -$45.8K 0.29% 64
2023
Q1 		$2.77M Sell
40,476
-539
-1% -$36.8K 0.3% 62
2022
Q4 		$2.68M Sell
41,015
-24,835
-38% -$1.63M 0.32% 59
2022
Q3 		$3.97M Buy
65,850
+65,458
+16,698% +$4.32M 0.57% 34
2022
Q2 		$24K Sell
392
-12
-3% -$807 ﹤0.01% 512
2022
Q1 		$30K Sell
404
-378
-48% -$28K ﹤0.01% 457
2021
Q4 		$64K Buy
782
+398
+104% +$31.9K 0.01% 340
2021
Q3 		$29K Buy
+384
New +$29.9K 0.01% 396

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
First National Trust
First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Convergence Financial
Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return
SFG Wealth Management
SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return

Larson Financial Group's MDYG Position: Q3 2026 in Review

Larson Financial Group reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 1.3% in Q3 2026, selling an estimated $15.4K and leaving 11,215 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #333.

Larson Financial Group first reported a position in MDYG in Q3 2021 and has held it in 21 quarters since. The position peaked at $3.97M in Q3 2022. 252 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

  • Larson Financial Group held 11,215 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.17M as of Q3 2026.
  • Larson Financial Group sold 142 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2026, an estimated $15.4K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.03% of Larson Financial Group's portfolio in Q3 2026, its #333 holding.
  • Larson Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2021 and has held it in 21 quarters since.
  • Larson Financial Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $3.97M in Q3 2022.
  • 252 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.