Trail Ridge Investment Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Trail Ridge Investment Advisors’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 Q3	$362K	Buy	3,460 +218	+7%	+$23.6K	0.15%	76
2026 Q2	$363K	Sell	3,242 -168	-5%	-$17.8K	0.15%	75
2026 Q1	$327K	Sell	3,410 -73	-2%	-$7.16K	0.14%	86
2025 Q4	$322K	Sell	3,483 -27	-0.8%	-$2.48K	0.14%	86
2025 Q3	$321K	Sell	3,510 -17	-0.5%	-$1.53K	0.14%	88
2025 Q2	$313K	Buy	3,527 +888	+34%	+$72.6K	0.15%	84
2025 Q1	$210K	Sell	2,639 -34	-1%	-$2.92K	0.11%	99
2024 Q4	$232K	Sell	2,673 -55	-2%	-$4.95K	0.11%	99
2024 Q3	$238K	Sell	2,728 -13	-0.5%	-$1.11K	0.11%	101
2024 Q2	$230K	Sell	2,741 -819	-23%	-$69.2K	0.12%	99
2024 Q1	$311K	Sell	3,560 -38	-1%	-$3.03K	0.18%	84
2023 Q4	$272K	Sell	3,598 -24	-0.7%	-$1.68K	0.17%	93
2023 Q3	$250K	Sell	3,622 -155	-4%	-$11.2K	0.17%	92
2023 Q2	$271K	Sell	3,777 -108	-3%	-$7.38K	0.17%	103
2023 Q1	$266K	Sell	3,885 -434	-10%	-$29.6K	0.17%	101
2022 Q4	$282K	Sell	4,319 -433	-9%	-$28.5K	0.19%	102
2022 Q3	$327K	Sell	4,752 -207	-4%	-$13.7K	0.22%	104
2022 Q2	$302K	Buy	+4,959	New	+$333K	0.2%	122

Other funds holding MDYG

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Trail Ridge Investment Advisors's MDYG Position: Q3 2026 in Review

Trail Ridge Investment Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 6.7% in Q3 2026, buying an estimated $23.6K and bringing the position to 3,460 shares worth $362K. The position accounts for 0.15% of the portfolio, ranked #76.

Trail Ridge Investment Advisors first reported a position in MDYG in Q2 2022 and has held it in 18 quarters since. The position peaked at $363K in Q2 2026. 78 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

Trail Ridge Investment Advisors held 3,460 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $362K as of Q3 2026.
Trail Ridge Investment Advisors bought 218 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2026, an estimated $23.6K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.15% of Trail Ridge Investment Advisors's portfolio in Q3 2026, its #76 holding.
Trail Ridge Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2022 and has held it in 18 quarters since.
Trail Ridge Investment Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $363K in Q2 2026.
78 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.