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 Q3	$25.4K	Hold	243	–	–	0.02%	100
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

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

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

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

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

MJT & Associates Financial Advisory's MDYG Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q3 2026 at 243 shares worth $25.4K. The position accounts for 0.02% of the portfolio, ranked #100.

MJT & Associates Financial Advisory first reported a position in MDYG in Q1 2025 and has held it in 7 quarters since. The position peaked at $37.6K in Q2 2025. 82 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

MJT & Associates Financial Advisory held 243 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $25.4K as of Q3 2026.
MJT & Associates Financial Advisory 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 0.02% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #100 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 7 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.
82 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.