PWPS
MDYG icon

Pinnacle Wealth Planning Services’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$17.8K Hold
185
– – ﹤0.01% 1754
2025
Q4 		$17.1K Buy
+185
New +$17K ﹤0.01% 1790

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Pinnacle Wealth Planning Services's MDYG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q1 2026 at 185 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Pinnacle Wealth Planning Services first reported a position in MDYG in Q4 2025 and has held it in 2 quarters since. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 185 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $17.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1754 holding.
  • Pinnacle Wealth Planning Services first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.