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

Willner & Heller’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	$784K	Buy	6,992 +10	+0.1%	+$1.06K	0.49%	61
2026 Q1	$670K	Sell	6,982 -428	-6%	-$42K	0.5%	63
2025 Q4	$685K	Sell	7,410 -270	-4%	-$24.8K	0.49%	60
2025 Q3	$703K	Sell	7,680 -297	-4%	-$26.7K	0.54%	57
2025 Q2	$693K	Buy	7,977 +85	+1%	+$6.95K	0.58%	52
2025 Q1	$627K	Buy	7,892 +39	+0.5%	+$3.35K	0.58%	55
2024 Q4	$682K	Buy	7,853 +152	+2%	+$13.7K	0.6%	49
2024 Q3	$676K	Buy	7,701 +17	+0.2%	+$1.45K	0.6%	48
2024 Q2	$646K	Buy	7,684 +43	+0.6%	+$3.63K	0.62%	45
2024 Q1	$667K	Sell	7,641 -119	-2%	-$9.49K	0.66%	47
2023 Q4	$587K	Buy	+7,760	New	+$544K	0.66%	48
2022 Q4	$500K	Buy	7,659 +402	+6%	+$26.4K	0.71%	48
2022 Q3	$438K	Buy	7,257 +24	+0.3%	+$1.58K	0.71%	50
2022 Q2	$441K	Buy	7,233 +194	+3%	+$13K	0.69%	50
2022 Q1	$574K	Buy	7,039 +270	+4%	+$20K	0.71%	50
2021 Q4	$512K	Buy	+6,769	New	+$543K	0.68%	49

Other funds holding MDYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Willner & Heller's MDYG Position: Q2 2026 in Review

Willner & Heller increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.14% in Q2 2026, buying an estimated $1.06K and bringing the position to 6,992 shares worth $784K. The position accounts for 0.49% of the portfolio, ranked #61.

Willner & Heller first reported a position in MDYG in Q4 2021 and has held it in 16 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Willner & Heller held 6,992 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $784K as of Q2 2026.
Willner & Heller bought 10 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $1.06K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.49% of Willner & Heller's portfolio in Q2 2026, its #61 holding.
Willner & Heller first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2021 and has held it in 16 quarters since.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.