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

Aptus Capital Advisors’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	$28.7K	Hold	256	–	–	﹤0.01%	1461
2026 Q1	$24.6K	Sell	256 -1	-0.4%	-$98	﹤0.01%	1374
2025 Q4	$23.8K	Buy	257 +128	+99%	+$11.8K	﹤0.01%	1390
2025 Q3	$11.8K	Hold	129	–	–	﹤0.01%	1415
2025 Q2	$11.2K	Hold	129	–	–	﹤0.01%	1353
2025 Q1	$10.3K	Hold	129	–	–	﹤0.01%	1273
2024 Q4	$11.2K	Hold	129	–	–	﹤0.01%	1274
2024 Q3	$11.3K	Buy	+129	New	+$11K	﹤0.01%	1086
2024 Q2	–	Sell	-54	Closed	-$4.71K	–	1215
2024 Q1	$4.71K	Buy	+54	New	+$4.3K	﹤0.01%	1088
2022 Q4	–	Sell	-92	Closed	-$6K	–	827
2022 Q3	$6K	Hold	92	–	–	﹤0.01%	694
2022 Q2	$6K	Buy	+92	New	+$6.19K	﹤0.01%	602
2022 Q1	–	Sell	-322	Closed	-$26K	–	711
2021 Q4	$26K	Hold	322	–	–	﹤0.01%	453
2021 Q3	$24K	Hold	322	–	–	﹤0.01%	441
2021 Q2	$25K	Hold	322	–	–	﹤0.01%	456
2021 Q1	$24K	Sell	322 -33	-9%	-$2.44K	﹤0.01%	423
2020 Q4	$24K	Buy	355 +130	+58%	+$8.32K	﹤0.01%	384
2020 Q3	$12K	Hold	225	–	–	﹤0.01%	406
2020 Q2	$12K	Buy	+225	New	+$11.2K	﹤0.01%	366
2020 Q1	–	Sell	-3	Closed	–	–	481
2019 Q4	$0	Hold	3	–	–	﹤0.01%	543
2019 Q3	$0	Buy	+3	New	+$162	﹤0.01%	492

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

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

Aptus Capital Advisors held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 256 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Aptus Capital Advisors first reported a position in MDYG in Q3 2019 and has held it in 20 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Aptus Capital Advisors held 256 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $28.7K as of Q2 2026.
Aptus Capital Advisors left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1461 holding.
Aptus Capital Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2019 and has held it in 20 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 Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.