Plante Moran Financial Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Plante Moran Financial Advisors’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	$88.2K	Buy	786 +218	+38%	+$23.1K	﹤0.01%	265
2026 Q1	$54.5K	Hold	568	–	–	﹤0.01%	298
2025 Q4	$52.5K	Hold	568	–	–	﹤0.01%	321
2025 Q3	$52K	Hold	568	–	–	﹤0.01%	328
2025 Q2	$49.4K	Hold	568	–	–	﹤0.01%	333
2025 Q1	$45.2K	Sell	568 -53	-9%	-$4.56K	﹤0.01%	357
2024 Q4	$54K	Hold	621	–	–	﹤0.01%	334
2024 Q3	$54.5K	Buy	621 +53	+9%	+$4.53K	﹤0.01%	375
2024 Q2	$47.8K	Hold	568	–	–	﹤0.01%	345
2024 Q1	$49.6K	Sell	568 -190	-25%	-$15.1K	0.01%	335
2023 Q4	$57.4K	Buy	758 +190	+33%	+$13.3K	0.01%	304
2023 Q3	$39.3K	Hold	568	–	–	﹤0.01%	323
2023 Q2	$40.7K	Hold	568	–	–	﹤0.01%	325
2023 Q1	$38.9K	Buy	568 +1	+0.2%	+$68	0.01%	323
2022 Q4	$37K	Buy	567 +2	+0.4%	+$132	0.01%	352
2022 Q3	$34K	Buy	+565	New	+$37.3K	0.01%	364
2022 Q1	–	Sell	-300	Closed	-$24K	–	924
2021 Q4	$24K	Sell	300 -147	-33%	-$11.8K	﹤0.01%	514
2021 Q3	$34K	Buy	447 +147	+49%	+$11.4K	0.01%	452
2021 Q2	$23K	Hold	300	–	–	0.01%	535
2021 Q1	$23K	Hold	300	–	–	0.01%	525
2020 Q4	$21K	Hold	300	–	–	0.01%	525
2020 Q3	$17K	Hold	300	–	–	0.01%	527
2020 Q2	$16K	Hold	300	–	–	0.01%	467
2020 Q1	$13K	Hold	300	–	–	0.01%	463
2019 Q4	$17K	Hold	300	–	–	0.01%	486
2019 Q3	$16K	Sell	300 -133	-31%	-$7.17K	﹤0.01%	534
2019 Q2	$24K	Buy	433 +133	+44%	+$7.08K	0.01%	456
2019 Q1	$16K	Hold	300	–	–	0.01%	505
2018 Q4	$14K	Hold	300	–	–	﹤0.01%	464
2018 Q3	$17K	Hold	300	–	–	0.01%	446
2018 Q2	$16K	Hold	300	–	–	0.01%	500
2018 Q1	$16K	Hold	300	–	–	0.01%	542
2017 Q4	$16K	Hold	300	–	–	0.01%	532
2017 Q3	$15K	Hold	300	–	–	0.01%	495
2017 Q2	$14K	Buy	+300	New	+$14.2K	0.01%	517

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 22.9% 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

Plante Moran Financial Advisors's MDYG Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 38% in Q2 2026, buying an estimated $23.1K and bringing the position to 786 shares worth $88.2K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Plante Moran Financial Advisors first reported a position in MDYG in Q2 2017 and has held it in 35 quarters since. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Plante Moran Financial Advisors held 786 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $88.2K as of Q2 2026.
Plante Moran Financial Advisors bought 218 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $23.1K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #265 holding.
Plante Moran Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2017 and has held it in 35 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 Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.