May Barnhard Investments’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

May Barnhard Investments’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	$4.89M	Sell	43,585 -2,714	-6%	-$288K	1.98%	21
2026 Q1	$4.44M	Sell	46,299 -9,768	-17%	-$957K	2.16%	18
2025 Q4	$5.18M	Sell	56,067 -4,409	-7%	-$405K	2.45%	17
2025 Q3	$5.54M	Sell	60,476 -851	-1%	-$76.5K	2.57%	14
2025 Q2	$5.33M	Sell	61,327 -1,425	-2%	-$116K	2.49%	13
2025 Q1	$4.99M	Sell	62,752 -1,498	-2%	-$129K	2.49%	13
2024 Q4	$5.58M	Sell	64,250 -756	-1%	-$68K	2.66%	16
2024 Q3	$5.7M	Sell	65,006 -3,853	-6%	-$329K	2.79%	13
2024 Q2	$5.79M	Sell	68,859 -1,217	-2%	-$103K	2.99%	8
2024 Q1	$6.12M	Sell	70,076 -2,894	-4%	-$231K	3.06%	11
2023 Q4	$5.52M	Buy	+72,970	New	+$5.12M	2.84%	13

Other funds holding MDYG

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

SWM

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

May Barnhard Investments's MDYG Position: Q2 2026 in Review

May Barnhard Investments reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 5.9% in Q2 2026, selling an estimated $288K and leaving 43,585 shares worth $4.89M. The position accounts for 1.98% of the portfolio, ranked #21.

May Barnhard Investments first reported a position in MDYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.12M in Q1 2024. 190 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

May Barnhard Investments held 43,585 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $4.89M as of Q2 2026.
May Barnhard Investments sold 2,714 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $288K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 1.98% of May Barnhard Investments's portfolio in Q2 2026, its #21 holding.
May Barnhard Investments first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
May Barnhard Investments's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $6.12M in Q1 2024.
190 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.