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Sacks & Associates’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Sacks & Associates’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 		$3.4M Sell
31,829
-118
-0.4% -$12.5K 2.29% 15
2026
Q1 		$3.07M Sell
31,947
-21
-0.1% -$2.06K 2.28% 17
2025
Q4 		$2.95M Buy
+31,968
New +$2.94M 2.17% 19

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Sacks & Associates's MDYG Position: Q2 2026 in Review

Sacks & Associates reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.37% in Q2 2026, selling an estimated $12.5K and leaving 31,829 shares worth $3.4M. The position accounts for 2.29% of the portfolio, ranked #15.

Sacks & Associates first reported a position in MDYG in Q4 2025 and has held it in 3 quarters since. 417 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Sacks & Associates held 31,829 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $3.4M as of Q2 2026.
  • Sacks & Associates sold 118 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $12.5K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 2.29% of Sacks & Associates's portfolio in Q2 2026, its #15 holding.
  • Sacks & Associates first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 417 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.