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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
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 $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Sterling Financial Planning's MDYG Position: Q1 2026 in Review

Sterling Financial Planning reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.38% in Q1 2026, selling an estimated $980 and leaving 2,635 shares worth $253K. The position accounts for 0.08% of the portfolio, ranked #106.

Sterling Financial Planning first reported a position in MDYG in Q4 2020 and has held it in 19 quarters since. The position peaked at $272K in Q1 2024. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Sterling Financial Planning held 2,635 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $253K as of Q1 2026.
  • Sterling Financial Planning sold 10 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $980.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.08% of Sterling Financial Planning's portfolio in Q1 2026, its #106 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 19 quarters since.
  • Sterling Financial Planning's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $272K in Q1 2024.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.