Sigma Planning Corp’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Sigma Planning Corp’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	$449K	Buy	4,008 +163	+4%	+$17.3K	0.01%	964
2026 Q1	$369K	Buy	3,845 +438	+13%	+$42.9K	0.01%	965
2025 Q4	$315K	Sell	3,407 -724	-18%	-$66.5K	0.01%	1003
2025 Q3	$378K	Sell	4,131 -215	-5%	-$19.3K	0.01%	935
2025 Q2	$378K	Buy	4,346 +345	+9%	+$28.2K	0.01%	901
2025 Q1	$318K	Buy	4,001 +102	+3%	+$8.77K	0.01%	926
2024 Q4	$339K	Buy	3,899 +19	+0.5%	+$1.71K	0.01%	890
2024 Q3	$340K	Sell	3,880 -132	-3%	-$11.3K	0.01%	909
2024 Q2	$337K	Sell	4,012 -1,729	-30%	-$146K	0.01%	877
2024 Q1	$501K	Buy	+5,741	New	+$458K	0.02%	757
2023 Q4	–	Sell	-4,093	Closed	-$283K	–	1051
2023 Q3	$283K	Sell	4,093 -2,338	-36%	-$168K	0.01%	943
2023 Q2	$461K	Buy	6,431 +2,546	+66%	+$174K	0.02%	766
2023 Q1	$266K	Buy	3,885 +4	+0.1%	+$273	0.01%	1044
2022 Q4	$254K	Sell	3,881 -4,329	-53%	-$285K	0.01%	1037
2022 Q3	$495K	Sell	8,210 -100	-1%	-$6.6K	0.02%	735
2022 Q2	$507K	Sell	8,310 -26	-0.3%	-$1.75K	0.02%	743
2022 Q1	$619K	Sell	8,336 -1,316	-14%	-$97.4K	0.02%	753
2021 Q4	$787K	Sell	9,652 -9	-0.1%	-$721	0.02%	644
2021 Q3	$731K	Buy	9,661 +217	+2%	+$16.9K	0.02%	656
2021 Q2	$732K	Buy	9,444 +715	+8%	+$55K	0.02%	666
2021 Q1	$656K	Buy	8,729 +770	+10%	+$56.9K	0.02%	660
2020 Q4	$552K	Buy	7,959 +211	+3%	+$13.5K	0.02%	660
2020 Q3	$445K	Buy	7,748 +61	+0.8%	+$3.48K	0.02%	647
2020 Q2	$414K	Buy	+7,687	New	+$383K	0.02%	663

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

Sigma Planning Corp's MDYG Position: Q2 2026 in Review

Sigma Planning Corp increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 4.2% in Q2 2026, buying an estimated $17.3K and bringing the position to 4,008 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #964.

Sigma Planning Corp first reported a position in MDYG in Q2 2020 and has held it in 24 quarters since. The position peaked at $787K in Q4 2021. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Sigma Planning Corp held 4,008 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $449K as of Q2 2026.
Sigma Planning Corp bought 163 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $17.3K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #964 holding.
Sigma Planning Corp first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2020 and has held it in 24 quarters since.
Sigma Planning Corp's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $787K in Q4 2021.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.