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

Advisors Capital Management’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	$593K	Sell	5,294 -107	-2%	-$11.3K	0.01%	415
2026 Q1	$518K	Sell	5,401 -1,644	-23%	-$161K	0.01%	384
2025 Q4	$651K	Buy	7,045 +230	+3%	+$21.1K	0.01%	360
2025 Q3	$624K	Buy	6,815 +1,076	+19%	+$96.7K	0.01%	356
2025 Q2	$499K	Sell	5,739 -325	-5%	-$26.6K	0.01%	377
2025 Q1	$482K	Buy	6,064 +562	+10%	+$48.3K	0.01%	365
2024 Q4	$478K	Buy	5,502 +247	+5%	+$22.2K	0.01%	381
2024 Q3	$461K	Buy	5,255 +2,085	+66%	+$178K	0.01%	375
2024 Q2	$266K	Buy	3,170 +844	+36%	+$71.3K	﹤0.01%	431
2024 Q1	$203K	Buy	+2,326	New	+$185K	﹤0.01%	456
2023 Q4	–	Sell	-43,978	Closed	-$3.04M	–	476
2023 Q3	$3.04M	Buy	+43,978	New	+$3.17M	0.08%	189

Other funds holding MDYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

Advisors Capital Management's MDYG Position: Q2 2026 in Review

Advisors Capital Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 2% in Q2 2026, selling an estimated $11.3K and leaving 5,294 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #415.

Advisors Capital Management first reported a position in MDYG in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.04M in Q3 2023. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Advisors Capital Management held 5,294 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $593K as of Q2 2026.
Advisors Capital Management sold 107 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $11.3K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #415 holding.
Advisors Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
Advisors Capital Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $3.04M in Q3 2023.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.