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

Mather 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 Q2	$7.29K	Hold	65	–	–	﹤0.01%	1561
2026 Q1	$6.24K	Buy	+65	New	+$6.37K	﹤0.01%	1538
2025 Q4	–	Sell	-65	Closed	-$5.95K	–	1253
2025 Q3	$5.95K	Buy	+65	New	+$5.84K	﹤0.01%	1359
2025 Q2	–	Sell	-395	Closed	-$31.4K	–	1281
2025 Q1	$31.4K	Buy	+395	New	+$34K	﹤0.01%	986
2024 Q2	–	Sell	-78	Closed	-$5.9K	–	2248
2024 Q1	$5.9K	Buy	+78	New	+$6.22K	﹤0.01%	1323

Other funds holding MDYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mather Group's MDYG Position: Q2 2026 in Review

Mather Group held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 65 shares worth $7.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Mather Group first reported a position in MDYG in Q1 2024 and has held it in 5 quarters since. The position peaked at $31.4K in Q1 2025. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Mather Group held 65 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $7.29K as of Q2 2026.
Mather Group left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1561 holding.
Mather Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2024 and has held it in 5 quarters since.
Mather Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $31.4K in Q1 2025.
421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.