Moment Partners’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Moment Partners’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	$370K	Hold	3,300	–	–	0.07%	73
2026 Q1	$317K	Hold	3,300	–	–	0.06%	88
2025 Q4	$305K	Hold	3,300	–	–	0.06%	80
2025 Q3	$302K	Hold	3,300	–	–	0.05%	95
2025 Q2	$287K	Hold	3,300	–	–	0.05%	95
2025 Q1	$262K	Hold	3,300	–	–	0.05%	97
2024 Q4	$287K	Buy	+3,300	New	+$297K	0.05%	97

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

Moment Partners's MDYG Position: Q2 2026 in Review

Moment Partners held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 3,300 shares worth $370K. The position accounts for 0.07% of the portfolio, ranked #73.

Moment Partners first reported a position in MDYG in Q4 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Moment Partners held 3,300 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $370K as of Q2 2026.
Moment Partners 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 0.07% of Moment Partners's portfolio in Q2 2026, its #73 holding.
Moment Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
190 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.