Stonebridge Financial Group (Pennsylvania)’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$639K	Hold	5,705	–	–	0.05%	155
2026 Q1	$547K	Hold	5,705	–	–	0.05%	161
2025 Q4	$527K	Buy	5,705 +11	+0.2%	+$1.01K	0.05%	157
2025 Q3	$521K	Hold	5,694	–	–	0.05%	156
2025 Q2	$495K	Sell	5,694 -234	-4%	-$19.1K	0.05%	155
2025 Q1	$471K	Sell	5,928 -7	-0.1%	-$602	0.05%	153
2024 Q4	$516K	Buy	+5,935	New	+$534K	0.06%	152

Other funds holding MDYG

LPL Financial San Diego, California $445B AUM 25.58% 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

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s MDYG Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 5,705 shares worth $639K. The position accounts for 0.05% of the portfolio, ranked #155.

Stonebridge Financial Group (Pennsylvania) first reported a position in MDYG in Q4 2024 and has held it in 7 quarters since. 365 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 5,705 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $639K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) 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 0.05% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #155 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
365 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.