XY Planning Network’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

XY Planning Network’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	$1.02M	Hold	9,743	–	–	0.11%	151
2026 Q2	$1.09M	Buy	9,743 +760	+8%	+$80.5K	0.14%	138
2026 Q1	$872K	Hold	8,983	–	–	0.14%	138
2025 Q4	$830K	Hold	8,983	–	–	0.14%	133
2025 Q3	$780K	Hold	8,983	–	–	0.27%	85
2025 Q2	$780K	Buy	+8,983	New	+$734K	0.27%	85

Other funds holding MDYG

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

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return

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

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

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

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

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

XY Planning Network's MDYG Position: Q3 2026 in Review

XY Planning Network held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q3 2026 at 9,743 shares worth $1.02M. The position accounts for 0.11% of the portfolio, ranked #151.

XY Planning Network first reported a position in MDYG in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.09M in Q2 2026. 127 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

XY Planning Network held 9,743 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.02M as of Q3 2026.
XY Planning Network 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 0.11% of XY Planning Network's portfolio in Q3 2026, its #151 holding.
XY Planning Network first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
XY Planning Network's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.09M in Q2 2026.
127 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.