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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
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 $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers's MDYG Position: Q1 2026 in Review

Valmark Advisers increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.29% in Q1 2026, buying an estimated $1.76K and bringing the position to 6,215 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #434.

Valmark Advisers first reported a position in MDYG in Q4 2017 and has held it in 11 quarters since. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Valmark Advisers held 6,215 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $596K as of Q1 2026.
  • Valmark Advisers bought 18 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $1.76K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #434 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 11 quarters since.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.