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

Merit 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
Q2 		$11.2M Buy
100,156
+3,780
+4% +$401K 0.07% 239
2026
Q1 		$9.25M Buy
96,376
+6,831
+8% +$670K 0.07% 241
2025
Q4 		$8.28M Buy
89,545
+78,864
+738% +$7.25M 0.07% 235
2025
Q3 		$978K Sell
10,681
-1,129
-10% -$102K 0.01% 874
2025
Q2 		$1.03M Sell
11,810
-178
-1% -$14.6K 0.01% 777
2025
Q1 		$953K Sell
11,988
-24,198
-67% -$2.08M 0.01% 667
2024
Q4 		$3.14M Sell
36,186
-836
-2% -$75.2K 0.06% 264
2024
Q3 		$3.25M Buy
37,022
+29,046
+364% +$2.48M 0.07% 214
2024
Q2 		$670K Sell
7,976
-223
-3% -$18.8K 0.01% 510
2024
Q1 		$689K Sell
8,199
-1,707
-17% -$136K 0.02% 500
2023
Q4 		$750K Sell
9,906
-5,650
-36% -$396K 0.02% 386
2023
Q3 		$1.08M Sell
15,556
-103
-0.7% -$7.42K 0.04% 305
2023
Q2 		$1.12M Sell
15,659
-1,344
-8% -$91.8K 0.04% 317
2023
Q1 		$1.16M Sell
17,003
-6,536
-28% -$446K 0.04% 268
2022
Q4 		$1.54M Sell
23,539
-4,763
-17% -$313K 0.06% 232
2022
Q3 		$1.71M Buy
+28,302
New +$1.87M 0.07% 175

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

Merit Financial Group's MDYG Position: Q2 2026 in Review

Merit Financial Group increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 3.9% in Q2 2026, buying an estimated $401K and bringing the position to 100,156 shares worth $11.2M. The position accounts for 0.07% of the portfolio, ranked #239.

Merit Financial Group first reported a position in MDYG in Q3 2022 and has held it in 16 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Merit Financial Group held 100,156 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $11.2M as of Q2 2026.
  • Merit Financial Group bought 3,780 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $401K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.07% of Merit Financial Group's portfolio in Q2 2026, its #239 holding.
  • Merit Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.