MJT & Associates Financial Advisory’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

MJT & Associates Financial Advisory’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	$27.2K	Hold	243	–	–	0.02%	109
2026 Q1	$23.3K	Hold	243	–	–	0.02%	111
2025 Q4	$22.5K	Sell	243 -73	-23%	-$6.71K	0.02%	116
2025 Q3	$28.9K	Sell	316 -117	-27%	-$10.5K	0.02%	107
2025 Q2	$37.6K	Hold	433	–	–	0.05%	108
2025 Q1	$34.4K	Buy	+433	New	+$37.2K	0.03%	118

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

MJT & Associates Financial Advisory's MDYG Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 243 shares worth $27.2K. The position accounts for 0.02% of the portfolio, ranked #109.

MJT & Associates Financial Advisory first reported a position in MDYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $37.6K in Q2 2025. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

MJT & Associates Financial Advisory held 243 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $27.2K as of Q2 2026.
MJT & Associates Financial Advisory 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 0.02% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #109 holding.
MJT & Associates Financial Advisory first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
MJT & Associates Financial Advisory's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $37.6K in Q2 2025.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.