Pine Haven Investment Counsel’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Pine Haven Investment Counsel’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	$884K	Buy	7,888 +1,146	+17%	+$121K	0.59%	49
2026 Q1	$647K	Buy	6,742 +1,977	+41%	+$194K	0.48%	59
2025 Q4	$440K	Buy	4,765 +1,640	+52%	+$151K	0.31%	77
2025 Q3	$286K	Buy	3,125 +150	+5%	+$13.5K	0.21%	97
2025 Q2	$258K	Buy	+2,975	New	+$243K	0.2%	95

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

Pine Haven Investment Counsel's MDYG Position: Q2 2026 in Review

Pine Haven Investment Counsel increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 17% in Q2 2026, buying an estimated $121K and bringing the position to 7,888 shares worth $884K. The position accounts for 0.59% of the portfolio, ranked #49.

Pine Haven Investment Counsel first reported a position in MDYG in Q2 2025 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Pine Haven Investment Counsel held 7,888 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $884K as of Q2 2026.
Pine Haven Investment Counsel bought 1,146 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $121K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.59% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #49 holding.
Pine Haven Investment Counsel first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
423 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.