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Pacific Sun Financial’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Pacific Sun Financial’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 		$2.86M Sell
25,524
-3,030
-11% -$321K 1.18% 14
2026
Q1 		$2.74M Sell
28,554
-45
-0.2% -$4.41K 1.33% 12
2025
Q4 		$2.64M Sell
28,599
-230
-0.8% -$21.1K 1.27% 12
2025
Q3 		$2.64M Sell
28,829
-175
-0.6% -$15.7K 1.28% 13
2025
Q2 		$2.52M Buy
29,004
+95
+0.3% +$7.77K 1.32% 13
2025
Q1 		$2.3M Sell
28,909
-110
-0.4% -$9.46K 1.31% 11
2024
Q4 		$2.52M Sell
29,019
-95
-0.3% -$8.55K 1.37% 12
2024
Q3 		$2.55M Sell
29,114
-190
-0.6% -$16.2K 1.41% 11
2024
Q2 		$2.46M Sell
29,304
-600
-2% -$50.7K 1.46% 12
2024
Q1 		$2.61M Sell
29,904
-100
-0.3% -$7.97K 1.52% 11
2023
Q4 		$2.27M Sell
30,004
-180
-0.6% -$12.6K 1.43% 14
2023
Q3 		$2.09M Sell
30,184
-1,010
-3% -$72.8K 1.45% 14
2023
Q2 		$2.13M Buy
+31,194
New +$2.13M 1.43% 15
2022
Q4 		$2.05M Sell
31,309
-645
-2% -$42.4K 1.44% 17
2022
Q3 		$1.93M Sell
31,954
-220
-0.7% -$14.5K 1.35% 17
2022
Q2 		$1.96M Buy
32,174
+340
+1% +$22.9K 1.29% 20
2022
Q1 		$2.36M Buy
31,834
+198
+0.6% +$14.6K 1.29% 18
2021
Q4 		$2.58M Sell
31,636
-220
-0.7% -$17.6K 1.38% 14
2021
Q3 		$2.41M Buy
+31,856
New +$2.48M 1.38% 16
2020
Q3 		$1.94M Sell
33,793
-1,500
-4% -$85.6K 1.62% 10
2020
Q2 		$1.9M Sell
35,293
-360
-1% -$17.9K 1.71% 11
2020
Q1 		$1.53M Sell
35,653
-1,050
-3% -$55.4K 1.75% 10
2019
Q4 		$2.1M Sell
36,703
-1,490
-4% -$81.9K 1.85% 8
2019
Q3 		$2.05M Sell
38,193
-555
-1% -$29.9K 1.94% 8
2019
Q2 		$2.1M Buy
+38,748
New +$2.06M 2.01% 8
2018
Q2 		$2.12M Buy
38,059
+1,600
+4% +$85.9K 2.18% 8
2018
Q1 		$1.91M Buy
+36,459
New +$1.94M 2.53% 6

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

Pacific Sun Financial's MDYG Position: Q2 2026 in Review

Pacific Sun Financial reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 11% in Q2 2026, selling an estimated $321K and leaving 25,524 shares worth $2.86M. The position accounts for 1.18% of the portfolio, ranked #14.

Pacific Sun Financial first reported a position in MDYG in Q1 2018 and has held it in 27 quarters since. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Pacific Sun Financial held 25,524 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $2.86M as of Q2 2026.
  • Pacific Sun Financial sold 3,030 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $321K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 1.18% of Pacific Sun Financial's portfolio in Q2 2026, its #14 holding.
  • Pacific Sun Financial first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2018 and has held it in 27 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 Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.