Montz Harcus Wealth Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Montz Harcus Wealth Management’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	$392K	Buy	3,494 +5	+0.1%	+$530	0.14%	64
2026 Q1	$335K	Buy	3,489 +4	+0.1%	+$392	0.14%	61
2025 Q4	$322K	Buy	3,485 +7	+0.2%	+$643	0.13%	62
2025 Q3	$318K	Buy	3,478 +6	+0.2%	+$539	0.14%	61
2025 Q2	$302K	Buy	3,472 +334	+11%	+$27.3K	0.15%	60
2025 Q1	$249K	Buy	3,138 +4	+0.1%	+$344	0.14%	63
2024 Q4	$272K	Buy	+3,134	New	+$282K	0.15%	56

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

Montz Harcus Wealth Management's MDYG Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.14% in Q2 2026, buying an estimated $530 and bringing the position to 3,494 shares worth $392K. The position accounts for 0.14% of the portfolio, ranked #64.

Montz Harcus Wealth Management first reported a position in MDYG in Q4 2024 and has held it in 7 quarters since. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Montz Harcus Wealth Management held 3,494 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $392K as of Q2 2026.
Montz Harcus Wealth Management bought 5 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $530.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.14% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #64 holding.
Montz Harcus Wealth Management 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.
421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.