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 Q3	$19.3K	Hold	185	–	–	﹤0.01%	1798
2026 Q2	$20.7K	Hold	185	–	–	﹤0.01%	1765
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Pinnacle Wealth Planning Services's MDYG Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q3 2026 at 185 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Pinnacle Wealth Planning Services first reported a position in MDYG in Q4 2025 and has held it in 4 quarters since. The position peaked at $20.7K in Q2 2026. 287 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

Pinnacle Wealth Planning Services held 185 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $19.3K as of Q3 2026.
Pinnacle Wealth Planning Services left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q3 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1798 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 4 quarters since.
Pinnacle Wealth Planning Services's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $20.7K in Q2 2026.
287 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.