SFP
MDYG icon

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

Sterling Financial Planning’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 		$295K Buy
2,636
+1
+0% +$106 0.08% 102
2026
Q1 		$253K Sell
2,635
-10
-0.4% -$980 0.08% 106
2025
Q4 		$244K Hold
2,645
– – 0.07% 107
2025
Q3 		$242K Buy
2,645
+1
+0% +$90 0.08% 108
2025
Q2 		$230K Hold
2,644
– – 0.08% 108
2025
Q1 		$210K Sell
2,644
-32
-1% -$2.75K 0.08% 106
2024
Q4 		$233K Buy
2,676
+50
+2% +$4.5K 0.09% 100
2024
Q3 		$230K Sell
2,626
-189
-7% -$16.1K 0.08% 104
2024
Q2 		$237K Sell
2,815
-306
-10% -$25.8K 0.1% 101
2024
Q1 		$272K Hold
3,121
– – 0.11% 93
2023
Q4 		$236K Buy
3,121
+31
+1% +$2.17K 0.1% 94
2023
Q3 		$214K Buy
3,090
+29
+0.9% +$2.09K 0.11% 91
2023
Q2 		$219K Sell
3,061
-88
-3% -$6.01K 0.11% 93
2023
Q1 		$216K Sell
3,149
-172
-5% -$11.7K 0.12% 92
2022
Q4 		$217K Buy
+3,321
New +$218K 0.13% 88
2022
Q1 		– Sell
-2,495
Closed -$203K – 99
2021
Q4 		$203K Buy
2,495
+142
+6% +$11.4K 0.13% 93
2021
Q3 		$178K Sell
2,353
-23
-1% -$1.79K 0.11% 94
2021
Q2 		$184K Buy
2,376
+3
+0.1% +$231 0.12% 91
2021
Q1 		$178K Buy
2,373
+20
+0.8% +$1.48K 0.13% 82
2020
Q4 		$163K Buy
+2,353
New +$151K 0.13% 81

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CF
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

Sterling Financial Planning's MDYG Position: Q2 2026 in Review

Sterling Financial Planning increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.04% in Q2 2026, buying an estimated $106 and bringing the position to 2,636 shares worth $295K. The position accounts for 0.08% of the portfolio, ranked #102.

Sterling Financial Planning first reported a position in MDYG in Q4 2020 and has held it in 20 quarters since. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Sterling Financial Planning held 2,636 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $295K as of Q2 2026.
  • Sterling Financial Planning bought 1 State Street SPDR S&P 400 Mid Cap Growth ETF share in Q2 2026, an estimated $106.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.08% of Sterling Financial Planning's portfolio in Q2 2026, its #102 holding.
  • Sterling Financial Planning first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and has held it in 20 quarters since.
  • 421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.