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

YHB Investment Advisors’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 		$2.09M Buy
18,647
+2,354
+14% +$249K 0.13% 121
2026
Q1 		$1.56M Buy
16,293
+5,729
+54% +$562K 0.11% 137
2025
Q4 		$976K Buy
10,564
+181
+2% +$16.6K 0.07% 169
2025
Q3 		$951K Sell
10,383
-2,403
-19% -$216K 0.07% 167
2025
Q2 		$1.11M Buy
12,786
+550
+4% +$45K 0.09% 154
2025
Q1 		$972K Buy
12,236
+117
+1% +$10.1K 0.08% 154
2024
Q4 		$1.05M Buy
12,119
+1,037
+9% +$93.3K 0.09% 149
2024
Q3 		$972K Buy
11,082
+1,798
+19% +$154K 0.08% 151
2024
Q2 		$780K Buy
9,284
+525
+6% +$44.3K 0.07% 163
2024
Q1 		$765K Sell
8,759
-1,193
-12% -$95.1K 0.07% 160
2023
Q4 		$753K Sell
9,952
-82
-0.8% -$5.75K 0.07% 157
2023
Q3 		$694K Buy
10,034
+265
+3% +$19.1K 0.06% 159
2023
Q2 		$700K Sell
9,769
-31
-0.3% -$2.12K 0.07% 165
2023
Q1 		$671K Buy
9,800
+392
+4% +$26.8K 0.07% 168
2022
Q4 		$615K Sell
9,408
-358
-4% -$23.6K 0.07% 170
2022
Q3 		$589K Sell
9,766
-1,678
-15% -$111K 0.07% 177
2022
Q2 		$698K Buy
11,444
+115
+1% +$7.73K 0.07% 167
2022
Q1 		$841K Sell
11,329
-1,114
-9% -$82.4K 0.07% 170
2021
Q4 		$1.01M Buy
12,443
+352
+3% +$28.2K 0.08% 167
2021
Q3 		$915K Buy
12,091
+224
+2% +$17.4K 0.08% 167
2021
Q2 		$920K Buy
11,867
+1,193
+11% +$91.8K 0.08% 171
2021
Q1 		$840K Buy
10,674
+1,515
+17% +$112K 0.07% 174
2020
Q4 		$635K Buy
9,159
+581
+7% +$37.2K 0.06% 182
2020
Q3 		$492K Buy
+8,578
New +$489K 0.05% 190

Other funds holding MDYG

FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

YHB Investment Advisors's MDYG Position: Q2 2026 in Review

YHB Investment Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 14% in Q2 2026, buying an estimated $249K and bringing the position to 18,647 shares worth $2.09M. The position accounts for 0.13% of the portfolio, ranked #121.

YHB Investment Advisors first reported a position in MDYG in Q3 2020 and has held it in 24 quarters since. 188 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • YHB Investment Advisors held 18,647 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $2.09M as of Q2 2026.
  • YHB Investment Advisors bought 2,354 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $249K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.13% of YHB Investment Advisors's portfolio in Q2 2026, its #121 holding.
  • YHB Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 188 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.