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 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