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 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 $376B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return