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Wealth Enhancement Trust Services’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Wealth Enhancement Trust Services’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 		$125K Buy
1,119
+111
+11% +$11.8K 0.01% 342
2026
Q1 		$96.7K Hold
1,008
– – 0.01% 349
2025
Q4 		$93.2K Buy
+1,008
New +$92.6K 0.01% 334

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Trust Services's MDYG Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 11% in Q2 2026, buying an estimated $11.8K and bringing the position to 1,119 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #342.

Wealth Enhancement Trust Services first reported a position in MDYG in Q4 2025 and has held it in 3 quarters since. 343 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,119 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $125K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 111 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $11.8K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #342 holding.
  • Wealth Enhancement Trust Services 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.
  • 343 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.