Retirement Planning Group (Kansas)’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Retirement Planning Group (Kansas)’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	$315K	Sell	3,279 -203	-6%	-$19.9K	0.01%	382
2025 Q4	$322K	Hold	3,482	–	–	0.01%	325
2025 Q3	$319K	Hold	3,482	–	–	0.01%	318
2025 Q2	$302K	Sell	3,482 -63	-2%	-$5.15K	0.01%	260
2025 Q1	$282K	Sell	3,545 -1	-0%	-$86	0.01%	256
2024 Q4	$308K	Hold	3,546	–	–	0.02%	236
2024 Q3	$311K	Hold	3,546	–	–	0.02%	222
2024 Q2	$298K	Sell	3,546 -109	-3%	-$9.21K	0.02%	197
2024 Q1	$319K	Buy	3,655 +127	+4%	+$10.1K	0.02%	169
2023 Q4	$267K	Buy	+3,528	New	+$247K	0.02%	149

Other funds holding MDYG

LPL Financial San Diego, California $376B 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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return