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Waller Financial Planning Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Waller Financial Planning Group’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 		$2.15M Sell
19,213
-1,432
-7% -$152K 0.44% 26
2026
Q1 		$1.98M Sell
20,645
-4,935
-19% -$484K 0.44% 27
2025
Q4 		$2.36M Sell
25,580
-26,217
-51% -$2.41M 0.53% 26
2025
Q3 		$4.74M Buy
51,797
+949
+2% +$85.3K 1.09% 22
2025
Q2 		$4.42M Buy
50,848
+9,091
+22% +$743K 1.07% 22
2025
Q1 		$3.32M Sell
41,757
-16,046
-28% -$1.38M 0.93% 23
2024
Q4 		$5.02M Buy
57,803
+1,485
+3% +$134K 1.27% 20
2024
Q3 		$4.94M Buy
56,318
+2,345
+4% +$200K 1.23% 22
2024
Q2 		$4.54M Buy
53,973
+488
+0.9% +$41.2K 1.22% 22
2024
Q1 		$4.67M Sell
53,485
-1,510
-3% -$120K 1.24% 21
2023
Q4 		$4.16M Sell
54,995
-416
-0.8% -$29.2K 1.09% 24
2023
Q3 		$3.83M Sell
55,411
-1,323
-2% -$95.3K 1.11% 23
2023
Q2 		$4.06M Buy
56,734
+388
+0.7% +$26.5K 1.12% 23
2023
Q1 		$3.86M Sell
56,346
-15,021
-21% -$1.03M 1.09% 23
2022
Q4 		$4.66M Sell
71,367
-2,247
-3% -$148K 1.35% 21
2022
Q3 		$4.44M Buy
73,614
+719
+1% +$47.5K 1.36% 21
2022
Q2 		$4.44M Buy
72,895
+2,419
+3% +$163K 1.3% 21
2022
Q1 		$5.23M Buy
70,476
+2,500
+4% +$185K 1.39% 19
2021
Q4 		$5.54M Sell
67,976
-1,432
-2% -$115K 1.39% 20
2021
Q3 		$5.25M Buy
69,408
+1,962
+3% +$153K 1.4% 21
2021
Q2 		$5.23M Buy
67,446
+440
+0.7% +$33.9K 1.4% 21
2021
Q1 		$5.03M Sell
67,006
-5,454
-8% -$403K 1.45% 21
2020
Q4 		$5.02M Sell
72,460
-9,392
-11% -$601K 1.57% 20
2020
Q3 		$4.7M Sell
81,852
-1,124
-1% -$64.1K 1.72% 19
2020
Q2 		$4.46M Sell
82,976
-41,409
-33% -$2.06M 1.74% 19
2020
Q1 		$5.33M Buy
124,385
+5,961
+5% +$314K 2.78% 13
2019
Q4 		$6.76M Sell
118,424
-440
-0.4% -$24.2K 3.39% 10
2019
Q3 		$6.49M Buy
118,864
+4,886
+4% +$264K 3.43% 10
2019
Q2 		$6.21M Buy
113,978
+2,422
+2% +$129K 3.46% 10
2019
Q1 		$6.01M Buy
111,556
+7,884
+8% +$399K 3.48% 10
2018
Q4 		$4.75M Buy
+103,672
New +$5.21M 3.28% 12

Other funds holding MDYG

GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Waller Financial Planning Group's MDYG Position: Q2 2026 in Review

Waller Financial Planning Group reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 6.9% in Q2 2026, selling an estimated $152K and leaving 19,213 shares worth $2.15M. The position accounts for 0.44% of the portfolio, ranked #26.

Waller Financial Planning Group first reported a position in MDYG in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.76M in Q4 2019. 107 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Waller Financial Planning Group held 19,213 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $2.15M as of Q2 2026.
  • Waller Financial Planning Group sold 1,432 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $152K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.44% of Waller Financial Planning Group's portfolio in Q2 2026, its #26 holding.
  • Waller Financial Planning Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Waller Financial Planning Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $6.76M in Q4 2019.
  • 107 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.