SFG Wealth Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

SFG Wealth Management’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	$18.7M	Buy	166,652 +2,336	+1%	+$248K	6.72%	5
2026 Q1	$15.8M	Buy	164,316 +3,937	+2%	+$386K	6.49%	5
2025 Q4	$14.8M	Buy	160,379 +12,930	+9%	+$1.19M	5.82%	5
2025 Q3	$13.5M	Buy	147,449 +10,795	+8%	+$971K	5.85%	3
2025 Q2	$11.9M	Buy	136,654 +5,731	+4%	+$469K	7.17%	2
2025 Q1	$10.4M	Buy	130,923 +6,200	+5%	+$533K	5.08%	4
2024 Q4	$10.8M	Buy	124,723 +11,604	+10%	+$1.04M	5.69%	3
2024 Q3	$9.93M	Buy	113,119 +5,310	+5%	+$453K	5.27%	4
2024 Q2	$9.06M	Buy	107,809 +3,796	+4%	+$321K	5.16%	4
2024 Q1	$9.08M	Buy	104,013 +9,099	+10%	+$725K	5.39%	4
2023 Q4	$7.18M	Buy	94,914 +8,642	+10%	+$606K	4.78%	4
2023 Q3	$5.96M	Buy	86,272 +37,804	+78%	+$2.72M	4.74%	4
2023 Q2	$3.47M	Buy	48,468 +44,650	+1,169%	+$3.05M	2.91%	7
2023 Q1	$261K	Buy	+3,818	New	+$261K	0.29%	60

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SFG Wealth Management's MDYG Position: Q2 2026 in Review

SFG Wealth Management increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 1.4% in Q2 2026, buying an estimated $248K and bringing the position to 166,652 shares worth $18.7M. The position accounts for 6.72% of the portfolio, ranked #5.

SFG Wealth Management first reported a position in MDYG in Q1 2023 and has held it in 14 quarters since. 190 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

SFG Wealth Management held 166,652 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $18.7M as of Q2 2026.
SFG Wealth Management bought 2,336 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $248K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 6.72% of SFG Wealth Management's portfolio in Q2 2026, its #5 holding.
SFG Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
190 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.