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 Q2	–	Sell	-2,524	Closed	-$242K	–	88
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 $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

Valley Forge Investment Consultants's MDYG Position: Q2 2026 in Review

Valley Forge Investment Consultants sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2026, closing a stake of 2,524 shares — an estimated $242K sold.

Valley Forge Investment Consultants first reported a position in MDYG in Q4 2020 and held it in 22 quarters. The position peaked at $582K in Q4 2021. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Valley Forge Investment Consultants reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Valley Forge Investment Consultants sold 2,524 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $242K.
Valley Forge Investment Consultants first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and held it in 22 quarters.
Valley Forge Investment Consultants's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $582K in Q4 2021.
423 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.