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

Walsh & Associates’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 		$2.87M Buy
25,608
+5,280
+26% +$560K 2.34% 8
2026
Q1 		$1.95M Buy
20,328
+831
+4% +$81.5K 1.93% 10
2025
Q4 		$1.8M Buy
+19,497
New +$1.79M 1.78% 10

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

Walsh & Associates's MDYG Position: Q2 2026 in Review

Walsh & Associates increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 26% in Q2 2026, buying an estimated $560K and bringing the position to 25,608 shares worth $2.87M. The position accounts for 2.34% of the portfolio, ranked #8.

Walsh & Associates first reported a position in MDYG in Q4 2025 and has held it in 3 quarters since. 418 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Walsh & Associates held 25,608 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $2.87M as of Q2 2026.
  • Walsh & Associates bought 5,280 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $560K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 2.34% of Walsh & Associates's portfolio in Q2 2026, its #8 holding.
  • Walsh & Associates first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 418 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.