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Retirement Planning Company of New England’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Retirement Planning Company of New England’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 		$271K Sell
2,414
-30
-1% -$3.18K 0.1% 221
2026
Q1 		$235K Hold
2,444
– – 0.1% 223
2025
Q4 		$226K Sell
2,444
-255
-9% -$23.4K 0.09% 229
2025
Q3 		$247K Sell
2,699
-70
-3% -$6.29K 0.1% 213
2025
Q2 		$241K Sell
2,769
-30
-1% -$2.45K 0.11% 210
2025
Q1 		$222K Sell
2,799
-100
-3% -$8.6K 0.11% 208
2024
Q4 		$252K Hold
2,899
– – 0.12% 196
2024
Q3 		$254K Sell
2,899
-10
-0.3% -$854 0.13% 188
2024
Q2 		$245K Hold
2,909
– – 0.13% 183
2024
Q1 		$254K Sell
2,909
-150
-5% -$12K 0.14% 185
2023
Q4 		$231K Buy
3,059
+55
+2% +$3.86K 0.1% 199
2023
Q3 		$208K Sell
3,004
-400
-12% -$28.8K 0.12% 187
2023
Q2 		$244K Sell
3,404
-20
-0.6% -$1.37K 0.14% 181
2023
Q1 		$234K Sell
3,424
-15
-0.4% -$1.02K 0.14% 184
2022
Q4 		$225K Hold
3,439
– – 0.15% 189
2022
Q3 		$207K Buy
3,439
+5
+0.1% +$330 0.15% 186
2022
Q2 		$209K Hold
3,434
– – 0.14% 194
2022
Q1 		$254K Buy
3,434
+68
+2% +$5.03K 0.14% 192
2021
Q4 		$274K Buy
+3,366
New +$270K 0.13% 173

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NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CF
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
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

Retirement Planning Company of New England's MDYG Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 1.2% in Q2 2026, selling an estimated $3.18K and leaving 2,414 shares worth $271K. The position accounts for 0.1% of the portfolio, ranked #221.

Retirement Planning Company of New England first reported a position in MDYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $274K in Q4 2021. 336 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Retirement Planning Company of New England held 2,414 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $271K as of Q2 2026.
  • Retirement Planning Company of New England sold 30 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $3.18K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.1% of Retirement Planning Company of New England's portfolio in Q2 2026, its #221 holding.
  • Retirement Planning Company of New England first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $274K in Q4 2021.
  • 336 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.