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 Q2	$510K	Buy	4,547 +1,268	+39%	+$134K	0.01%	323
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 $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 Planning Group (Kansas)'s MDYG Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 39% in Q2 2026, buying an estimated $134K and bringing the position to 4,547 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #323.

Retirement Planning Group (Kansas) first reported a position in MDYG in Q4 2023 and has held it in 11 quarters since. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Retirement Planning Group (Kansas) held 4,547 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $510K as of Q2 2026.
Retirement Planning Group (Kansas) bought 1,268 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $134K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #323 holding.
Retirement Planning Group (Kansas) first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and has held it in 11 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 Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.