Retirement Income Solutions’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Retirement Income Solutions’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	$225K	Hold	2,349	–	–	0.04%	156
2026 Q1	$225K	Hold	2,349	–	–	0.04%	157
2025 Q4	$217K	Buy	2,349 +109	+5%	+$10K	0.04%	159
2025 Q3	$205K	Buy	+2,240	New	+$201K	0.04%	160
2025 Q1	–	Sell	-2,322	Closed	-$202K	–	152
2024 Q4	$202K	Hold	2,322	–	–	0.04%	142
2024 Q3	$204K	Buy	+2,322	New	+$198K	0.05%	140
2024 Q2	–	Sell	-3,525	Closed	-$308K	–	152
2024 Q1	$308K	Sell	3,525 -162	-4%	-$12.9K	0.07%	106
2023 Q4	$279K	Buy	3,687 +622	+20%	+$43.6K	0.07%	107
2023 Q3	$212K	Hold	3,065	–	–	0.06%	121
2023 Q2	$220K	Hold	3,065	–	–	0.06%	128
2023 Q1	$210K	Hold	3,065	–	–	0.06%	129
2022 Q4	$200K	Buy	+3,065	New	+$202K	0.06%	117

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

Retirement Income Solutions's MDYG Position: Q2 2026 in Review

Retirement Income Solutions held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 2,349 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #156.

Retirement Income Solutions first reported a position in MDYG in Q4 2022 and has held it in 12 quarters since. The position peaked at $308K in Q1 2024. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Retirement Income Solutions held 2,349 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $225K as of Q2 2026.
Retirement Income Solutions left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.04% of Retirement Income Solutions's portfolio in Q2 2026, its #156 holding.
Retirement Income Solutions first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2022 and has held it in 12 quarters since.
Retirement Income Solutions's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $308K in Q1 2024.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.