Vima LLC
MDYG icon

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

Vima LLC’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 		$15.6K Hold
149
– – 0.02% 228
2026
Q2 		$16.7K Buy
+149
New +$15.8K 0.02% 235
2024
Q2 		– Sell
-149
Closed -$10.2K – 236
2024
Q1 		$10.2K Hold
149
– – 0.01% 230
2023
Q4 		$11.3K Buy
+149
New +$10.5K 0.03% 238

Other funds holding MDYG

First National Trust
First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Convergence Financial
Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return
SFG Wealth Management
SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Vima LLC's MDYG Position: Q3 2026 in Review

Vima LLC held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q3 2026 at 149 shares worth $15.6K. The position accounts for 0.02% of the portfolio, ranked #228.

Vima LLC first reported a position in MDYG in Q4 2023 and has held it in 4 quarters since. The position peaked at $16.7K in Q2 2026. 187 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

  • Vima LLC held 149 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $15.6K as of Q3 2026.
  • Vima LLC left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q3 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.02% of Vima LLC's portfolio in Q3 2026, its #228 holding.
  • Vima LLC first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • Vima LLC's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $16.7K in Q2 2026.
  • 187 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.