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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

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

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. 423 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.
  • 423 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.