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

AE Wealth 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	$146M	Buy	1,305,443 +86,388	+7%	+$9.16M	0.68%	28
2026 Q1	$117M	Buy	1,219,055 +134,745	+12%	+$13.2M	0.63%	28
2025 Q4	$100M	Buy	1,084,310 +224,654	+26%	+$20.6M	0.58%	34
2025 Q3	$78.7M	Buy	859,656 +119,911	+16%	+$10.8M	0.5%	44
2025 Q2	$64.3M	Buy	739,745 +8,307	+1%	+$679K	0.47%	47
2025 Q1	$58.1M	Buy	731,438 +85,471	+13%	+$7.35M	0.49%	48
2024 Q4	$56.1M	Buy	645,967 +91,597	+17%	+$8.24M	0.48%	48
2024 Q3	$48.6M	Sell	554,370 -190,620	-26%	-$16.3M	0.44%	49
2024 Q2	$62.6M	Buy	744,990 +81,121	+12%	+$6.85M	0.63%	31
2024 Q1	$57.9M	Buy	663,869 +33,957	+5%	+$2.71M	0.66%	26
2023 Q4	$47.8M	Buy	629,912 +83,002	+15%	+$5.82M	0.24%	81
2023 Q3	$37.8M	Buy	546,910 +49,204	+10%	+$3.54M	0.23%	89
2023 Q2	$35.7M	Buy	497,706 +25,015	+5%	+$1.71M	0.21%	97
2023 Q1	$32.4M	Sell	472,691 -31,371	-6%	-$2.14M	0.21%	106
2022 Q4	$32.9M	Buy	504,062 +19,965	+4%	+$1.31M	0.24%	86
2022 Q3	$29.2M	Buy	484,097 +76,673	+19%	+$5.06M	0.23%	96
2022 Q2	$24.8M	Buy	407,424 +50,082	+14%	+$3.37M	0.2%	123
2022 Q1	$26.5M	Buy	357,342 +42,989	+14%	+$3.18M	0.18%	120
2021 Q4	$25.6M	Buy	314,353 +55,899	+22%	+$4.48M	0.18%	120
2021 Q3	$19.6M	Buy	258,454 +27,521	+12%	+$2.14M	0.16%	138
2021 Q2	$17.9M	Buy	230,933 +1,548	+0.7%	+$119K	0.16%	132
2021 Q1	$17.2M	Sell	229,385 -20,526	-8%	-$1.52M	0.17%	124
2020 Q4	$17.3M	Buy	249,911 +73,872	+42%	+$4.73M	0.2%	120
2020 Q3	$10.1M	Sell	176,039 -8,855	-5%	-$505K	0.14%	142
2020 Q2	$9.95M	Buy	184,894 +83,882	+83%	+$4.18M	0.15%	144
2020 Q1	$4.33M	Buy	101,012 +61,481	+156%	+$3.24M	0.1%	185
2019 Q4	$2.26M	Sell	39,531 -56,315	-59%	-$3.1M	0.05%	317
2019 Q3	$5.15M	Buy	95,846 +21,197	+28%	+$1.14M	0.15%	134
2019 Q2	$4.05M	Buy	74,649 +4,421	+6%	+$235K	0.12%	148
2019 Q1	$3.69M	Buy	+70,228	New	+$3.56M	0.26%	81

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

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

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return

AE Wealth Management's MDYG Position: Q2 2026 in Review

AE Wealth Management increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 7.1% in Q2 2026, buying an estimated $9.16M and bringing the position to 1,305,443 shares worth $146M. The position accounts for 0.68% of the portfolio, ranked #28.

AE Wealth Management first reported a position in MDYG in Q1 2019 and has held it in 30 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

AE Wealth Management held 1,305,443 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $146M as of Q2 2026.
AE Wealth Management bought 86,388 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $9.16M.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.68% of AE Wealth Management's portfolio in Q2 2026, its #28 holding.
AE Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.