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

Somerset Trust’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 		$243K Sell
2,172
-67
-3% -$7.1K 0.07% 159
2026
Q1 		$215K Sell
2,239
-28
-1% -$2.74K 0.07% 164
2025
Q4 		$210K Sell
2,267
-14
-0.6% -$1.29K 0.06% 175
2025
Q3 		$209K Sell
2,281
-28
-1% -$2.52K 0.06% 175
2025
Q2 		$201K Buy
+2,309
New +$189K 0.07% 181
2025
Q1 		– Sell
-2,526
Closed -$219K – 174
2024
Q4 		$219K Hold
2,526
– – 0.08% 145
2024
Q3 		$222K Sell
2,526
-24
-0.9% -$2.05K 0.08% 139
2024
Q2 		$214K Sell
2,550
-10
-0.4% -$845 0.09% 143
2024
Q1 		$223K Buy
+2,560
New +$204K 0.09% 137

Other funds holding MDYG

GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Somerset Trust's MDYG Position: Q2 2026 in Review

Somerset Trust reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 3% in Q2 2026, selling an estimated $7.1K and leaving 2,172 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #159.

Somerset Trust first reported a position in MDYG in Q1 2024 and has held it in 9 quarters since. 77 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Somerset Trust held 2,172 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $243K as of Q2 2026.
  • Somerset Trust sold 67 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $7.1K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.07% of Somerset Trust's portfolio in Q2 2026, its #159 holding.
  • Somerset Trust first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • 77 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Somerset Trust's 13F filing for Q2 2026, filed 6 Jul 2026.