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Schear Investment Advisers’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Schear Investment Advisers’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
Q3 		$4.28M Buy
+40,932
New +$4.43M 0.52% 39

Other funds holding MDYG

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
TW
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Schear Investment Advisers's MDYG Position: Q3 2026 in Review

Schear Investment Advisers opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2026: 40,932 shares worth $4.28M. The stake represents 0.52% of the portfolio and ranks #39 among its holdings.

53 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

  • Schear Investment Advisers held 40,932 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $4.28M as of Q3 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF was a new Schear Investment Advisers position in Q3 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.52% of Schear Investment Advisers's portfolio in Q3 2026, its #39 holding.
  • 53 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on Schear Investment Advisers's 13F filing for Q3 2026, filed 14 Oct 2026.