WH
MDYG icon

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

MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return