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Valmark Advisers’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Valmark Advisers’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 		$713K Buy
6,363
+148
+2% +$15.7K 0.01% 428
2026
Q1 		$596K Buy
6,215
+18
+0.3% +$1.76K 0.01% 434
2025
Q4 		$573K Buy
6,197
+157
+3% +$14.4K 0.01% 422
2025
Q3 		$553K Buy
+6,040
New +$543K 0.01% 416
2019
Q4 		– Sell
-3,876
Closed -$208K – 247
2019
Q3 		$208K Sell
3,876
-1,569
-29% -$84.6K ﹤0.01% 231
2019
Q2 		$296K Sell
5,445
-448
-8% -$23.8K 0.01% 181
2019
Q1 		$310K Buy
5,893
+496
+9% +$25.1K 0.01% 174
2018
Q4 		$247K Buy
5,397
+22
+0.4% +$1.11K 0.01% 180
2018
Q3 		$301K Buy
5,375
+18
+0.3% +$1K 0.01% 157
2018
Q2 		$289K Sell
5,357
-97
-2% -$5.21K 0.01% 159
2018
Q1 		$286K Buy
5,454
+45
+0.8% +$2.39K 0.01% 154
2017
Q4 		$280K Buy
+5,409
New +$277K 0.01% 157

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CF
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

Valmark Advisers's MDYG Position: Q2 2026 in Review

Valmark Advisers increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 2.4% in Q2 2026, buying an estimated $15.7K and bringing the position to 6,363 shares worth $713K. The position accounts for 0.01% of the portfolio, ranked #428.

Valmark Advisers first reported a position in MDYG in Q4 2017 and has held it in 12 quarters since. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Valmark Advisers held 6,363 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $713K as of Q2 2026.
  • Valmark Advisers bought 148 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $15.7K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #428 holding.
  • Valmark Advisers first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and has held it in 12 quarters since.
  • 421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.