James T. Borello RIA’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

James T. Borello RIA’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 Q3	$100K	Hold	960	–	–	0.02%	171
2026 Q2	$108K	Hold	960	–	–	0.02%	161
2026 Q1	$92.1K	Hold	960	–	–	0.02%	157
2025 Q4	$88.7K	Hold	960	–	–	0.02%	142
2025 Q3	$87.9K	Hold	960	–	–	0.02%	132
2025 Q2	$83.4K	Hold	960	–	–	0.02%	126
2025 Q1	$76.3K	Hold	960	–	–	0.02%	117
2024 Q4	$83.4K	Hold	960	–	–	0.03%	102
2024 Q3	$84.2K	Hold	960	–	–	0.03%	92
2024 Q2	$80.7K	Hold	960	–	–	0.04%	88
2024 Q1	$83.8K	Hold	960	–	–	0.04%	87
2023 Q4	$72.6K	Buy	+960	New	+$67.3K	0.06%	64

Other funds holding MDYG

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

James T. Borello RIA's MDYG Position: Q3 2026 in Review

James T. Borello RIA held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q3 2026 at 960 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #171.

James T. Borello RIA first reported a position in MDYG in Q4 2023 and has held it in 12 quarters since. The position peaked at $108K in Q2 2026. 80 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

James T. Borello RIA held 960 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $100K as of Q3 2026.
James T. Borello RIA left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q3 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #171 holding.
James T. Borello RIA first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $108K in Q2 2026.
80 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.