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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

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
RA
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 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. 156 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.
  • 156 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.