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

SIMA Wealth Partners’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	$36K	Hold	321	–	–	0.03%	88
2026 Q1	$30.8K	Hold	321	–	–	0.02%	90
2025 Q4	$29.7K	Hold	321	–	–	0.02%	95
2025 Q3	$29.4K	Hold	321	–	–	0.02%	97
2025 Q2	$27.9K	Sell	321 -41	-11%	-$3.35K	0.02%	98
2025 Q1	$28.8K	Hold	362	–	–	0.02%	106
2024 Q4	$31.5K	Hold	362	–	–	0.03%	105
2024 Q3	$31.8K	Hold	362	–	–	0.03%	95
2024 Q2	$30.4K	Buy	+362	New	+$30.6K	0.03%	97

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

SIMA Wealth Partners's MDYG Position: Q2 2026 in Review

SIMA Wealth Partners held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 321 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #88.

SIMA Wealth Partners first reported a position in MDYG in Q2 2024 and has held it in 9 quarters since. 418 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

SIMA Wealth Partners held 321 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $36K as of Q2 2026.
SIMA Wealth Partners left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.03% of SIMA Wealth Partners's portfolio in Q2 2026, its #88 holding.
SIMA Wealth Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
418 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.