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WealthPlan Investment Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

WealthPlan Investment Management’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 		$499K Sell
4,455
-312
-7% -$33.1K 0.02% 320
2026
Q1 		$457K Buy
+4,767
New +$467K 0.03% 319

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 22.9% 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

WealthPlan Investment Management's MDYG Position: Q2 2026 in Review

WealthPlan Investment Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 6.5% in Q2 2026, selling an estimated $33.1K and leaving 4,455 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #320.

WealthPlan Investment Management first reported a position in MDYG in Q1 2026 and has held it in 2 quarters since. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • WealthPlan Investment Management held 4,455 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $499K as of Q2 2026.
  • WealthPlan Investment Management sold 312 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $33.1K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #320 holding.
  • WealthPlan Investment Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 423 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.