Valley Forge Investment Consultants’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Valley Forge Investment Consultants’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	$242K	Sell	2,524 -1,878	-43%	-$184K	0.07%	73
2025 Q4	$407K	Sell	4,402 -3	-0.1%	-$276	0.12%	54
2025 Q3	$403K	Hold	4,405	–	–	0.12%	57
2025 Q2	$383K	Sell	4,405 -346	-7%	-$28.3K	0.12%	57
2025 Q1	$378K	Hold	4,751	–	–	0.13%	53
2024 Q4	$413K	Sell	4,751 -1,281	-21%	-$115K	0.14%	55
2024 Q3	$529K	Hold	6,032	–	–	0.18%	48
2024 Q2	$507K	Sell	6,032 -462	-7%	-$39K	0.19%	44
2024 Q1	$567K	Sell	6,494 -650	-9%	-$51.8K	0.22%	36
2023 Q4	$541K	Hold	7,144	–	–	0.24%	39
2023 Q3	$494K	Hold	7,144	–	–	0.23%	43
2023 Q2	$512K	Hold	7,144	–	–	0.25%	36
2023 Q1	$489K	Hold	7,144	–	–	0.25%	36
2022 Q4	$467K	Hold	7,144	–	–	0.25%	37
2022 Q3	$431K	Hold	7,144	–	–	0.24%	43
2022 Q2	$435K	Hold	7,144	–	–	0.22%	44
2022 Q1	$530K	Hold	7,144	–	–	0.22%	46
2021 Q4	$582K	Hold	7,144	–	–	0.26%	42
2021 Q3	$540K	Hold	7,144	–	–	0.29%	42
2021 Q2	$554K	Hold	7,144	–	–	0.3%	41
2021 Q1	$537K	Hold	7,144	–	–	0.37%	39
2020 Q4	$495K	Buy	+7,144	New	+$457K	0.43%	40

Other funds holding MDYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Valley Forge Investment Consultants's MDYG Position: Q1 2026 in Review

Valley Forge Investment Consultants reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 43% in Q1 2026, selling an estimated $184K and leaving 2,524 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #73.

Valley Forge Investment Consultants first reported a position in MDYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $582K in Q4 2021. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

Valley Forge Investment Consultants held 2,524 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $242K as of Q1 2026.
Valley Forge Investment Consultants sold 1,878 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $184K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.07% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #73 holding.
Valley Forge Investment Consultants first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
Valley Forge Investment Consultants's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $582K in Q4 2021.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.