American Financial & Tax Strategies’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

American Financial & Tax Strategies’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	$1.93M	Sell	17,223 -246	-1%	-$26.1K	0.87%	38
2026 Q1	$1.68M	Sell	17,469 -139	-0.8%	-$13.6K	0.81%	40
2025 Q4	$1.63M	Sell	17,608 -80	-0.5%	-$7.35K	0.81%	38
2025 Q3	$1.62M	Sell	17,688 -408	-2%	-$36.7K	0.81%	38
2025 Q2	$1.57M	Sell	18,096 -1,165	-6%	-$95.2K	0.81%	38
2025 Q1	$1.53M	Buy	19,261 +881	+5%	+$75.8K	0.82%	38
2024 Q4	$1.6M	Buy	18,380 +295	+2%	+$26.5K	0.83%	36
2024 Q3	$1.59M	Buy	18,085 +14	+0.1%	+$1.2K	0.81%	38
2024 Q2	$1.52M	Sell	18,071 -132	-0.7%	-$11.2K	0.8%	39
2024 Q1	$1.59M	Sell	18,203 -1,100	-6%	-$87.7K	0.85%	38
2023 Q4	$1.46M	Buy	+19,303	New	+$1.35M	0.83%	40

Other funds holding MDYG

LPL Financial San Diego, California $445B AUM 25.58% 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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

American Financial & Tax Strategies's MDYG Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 1.4% in Q2 2026, selling an estimated $26.1K and leaving 17,223 shares worth $1.93M. The position accounts for 0.87% of the portfolio, ranked #38.

American Financial & Tax Strategies first reported a position in MDYG in Q4 2023 and has held it in 11 quarters since. 336 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

American Financial & Tax Strategies held 17,223 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.93M as of Q2 2026.
American Financial & Tax Strategies sold 246 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $26.1K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.87% of American Financial & Tax Strategies's portfolio in Q2 2026, its #38 holding.
American Financial & Tax Strategies first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
336 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.