YIA
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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
Q3 		$2.19M Buy
20,924
+2,277
+12% +$246K 0.14% 123
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

GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Farther Finance Advisors
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
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
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
TW
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

YHB Investment Advisors's MDYG Position: Q3 2026 in Review

YHB Investment Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 12% in Q3 2026, buying an estimated $246K and bringing the position to 20,924 shares worth $2.19M. The position accounts for 0.14% of the portfolio, ranked #123.

YHB Investment Advisors first reported a position in MDYG in Q3 2020 and has held it in 25 quarters since. 65 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

  • YHB Investment Advisors held 20,924 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $2.19M as of Q3 2026.
  • YHB Investment Advisors bought 2,277 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2026, an estimated $246K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.14% of YHB Investment Advisors's portfolio in Q3 2026, its #123 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 25 quarters since.
  • 65 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.