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

RTD 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	$326K	Sell	2,908 -226	-7%	-$24K	0.04%	111
2026 Q1	$301K	Buy	3,134 +226	+8%	+$22.2K	0.04%	104
2025 Q4	$269K	Hold	2,908	–	–	0.03%	108
2025 Q3	$266K	Sell	2,908 -227	-7%	-$20.4K	0.03%	101
2025 Q2	$272K	Sell	3,135 -405	-11%	-$33.1K	0.03%	96
2025 Q1	$281K	Sell	3,540 -960	-21%	-$82.6K	0.04%	105
2024 Q4	$391K	Sell	4,500 -226	-5%	-$20.3K	0.05%	89
2024 Q3	$415K	Sell	4,726 -455	-9%	-$38.8K	0.05%	90
2024 Q2	$436K	Hold	5,181	–	–	0.06%	88
2024 Q1	$452K	Hold	5,181	–	–	0.06%	79
2023 Q4	$392K	Sell	5,181 -375	-7%	-$26.3K	0.06%	84
2023 Q3	$384K	Hold	5,556	–	–	0.06%	80
2023 Q2	$398K	Sell	5,556 -316	-5%	-$21.6K	0.06%	78
2023 Q1	$402K	Hold	5,872	–	–	0.06%	76
2022 Q4	$384K	Hold	5,872	–	–	0.06%	74
2022 Q3	$354K	Sell	5,872 -1,004	-15%	-$66.3K	0.07%	78
2022 Q2	$419K	Sell	6,876 -904	-12%	-$60.8K	0.06%	82
2022 Q1	$577K	Buy	7,780 +2,553	+49%	+$189K	0.08%	72
2021 Q4	$426K	Buy	+5,227	New	+$419K	0.06%	86

Other funds holding MDYG

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

SWM

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

RTD Financial Advisors's MDYG Position: Q2 2026 in Review

RTD Financial Advisors reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 7.2% in Q2 2026, selling an estimated $24K and leaving 2,908 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #111.

RTD Financial Advisors first reported a position in MDYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $577K in Q1 2022. 190 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

RTD Financial Advisors held 2,908 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $326K as of Q2 2026.
RTD Financial Advisors sold 226 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $24K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.04% of RTD Financial Advisors's portfolio in Q2 2026, its #111 holding.
RTD Financial Advisors 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.
RTD Financial Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $577K in Q1 2022.
190 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.