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Matthew Hamilton Rosenberg’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Matthew Hamilton Rosenberg’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 		$1.25K Hold
12
– – ﹤0.01% 775
2026
Q2 		$1.34K Hold
12
– – ﹤0.01% 753
2026
Q1 		$1.15K Buy
+12
New +$1.18K ﹤0.01% 753

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
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 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
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
GFM
GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return

Matthew Hamilton Rosenberg's MDYG Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q3 2026 at 12 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Matthew Hamilton Rosenberg first reported a position in MDYG in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.34K in Q2 2026. 47 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

  • Matthew Hamilton Rosenberg held 12 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.25K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q3 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #775 holding.
  • Matthew Hamilton Rosenberg first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • Matthew Hamilton Rosenberg's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.34K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.