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

Asset Management Group’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	$1.9M	Sell	19,845 -1,095	-5%	-$107K	0.31%	71
2025 Q4	$1.94M	Buy	20,940 +39	+0.2%	+$3.58K	0.31%	69
2025 Q3	$1.91M	Sell	20,901 -232	-1%	-$20.9K	0.31%	69
2025 Q2	$1.84M	Buy	21,133 +42	+0.2%	+$3.43K	0.32%	70
2025 Q1	$1.68M	Sell	21,091 -207	-1%	-$17.8K	0.31%	70
2024 Q4	$1.85M	Buy	21,298 +47	+0.2%	+$4.23K	0.33%	68
2024 Q3	$1.86M	Sell	21,251 -1,356	-6%	-$116K	0.33%	69
2024 Q2	$1.9M	Buy	22,607 +51	+0.2%	+$4.31K	0.35%	68
2024 Q1	$1.97M	Buy	22,556 +34	+0.2%	+$2.71K	0.37%	66
2023 Q4	$1.7M	Buy	22,522 +84	+0.4%	+$5.89K	0.34%	68
2023 Q3	$1.55M	Buy	22,438 +66	+0.3%	+$4.75K	0.34%	68
2023 Q2	$1.6M	Buy	22,372 +70	+0.3%	+$4.78K	0.34%	68
2023 Q1	$1.53M	Buy	22,302 +57	+0.3%	+$3.89K	0.34%	68
2022 Q4	$1.45M	Buy	22,245 +77	+0.3%	+$5.07K	0.34%	69
2022 Q3	$1.34M	Buy	22,168 +72	+0.3%	+$4.75K	0.33%	70
2022 Q2	$1.35M	Buy	22,096 +63	+0.3%	+$4.24K	0.32%	71
2022 Q1	$1.64M	Buy	22,033 +38	+0.2%	+$2.81K	0.34%	69
2021 Q4	$1.79M	Hold	21,995	–	–	0.35%	68
2021 Q3	$1.66M	Buy	21,995 +34	+0.2%	+$2.65K	0.34%	69
2021 Q2	$1.7M	Buy	21,961 +31	+0.1%	+$2.39K	0.35%	69
2021 Q1	$1.65M	Buy	21,930 +25	+0.1%	+$1.85K	0.36%	69
2020 Q4	$1.52M	Sell	21,905 -2,466	-10%	-$158K	0.37%	67
2020 Q3	$1.4M	Buy	24,371 +26	+0.1%	+$1.48K	0.41%	64
2020 Q2	$1.31M	Buy	24,345 +56	+0.2%	+$2.79K	0.41%	63
2020 Q1	$1.04M	Buy	24,289 +63	+0.3%	+$3.32K	0.39%	64
2019 Q4	$1.38M	Buy	24,226 +84	+0.3%	+$4.62K	0.42%	59
2019 Q3	$1.3M	Buy	24,142 +75	+0.3%	+$4.04K	0.44%	56
2019 Q2	$1.31M	Buy	24,067 +563	+2%	+$30K	0.46%	56
2019 Q1	$1.24M	Buy	23,504 +61	+0.3%	+$3.09K	0.45%	57
2018 Q4	$1.07M	Buy	23,443 +94	+0.4%	+$4.73K	0.44%	59
2018 Q3	$1.31M	Buy	23,349 +75	+0.3%	+$4.18K	0.44%	57
2018 Q2	$1.26M	Buy	23,274 +48	+0.2%	+$2.58K	0.44%	57
2018 Q1	$1.22M	Buy	23,226 +45	+0.2%	+$2.39K	0.44%	57
2017 Q4	$1.2M	Buy	23,181 +336	+1%	+$17.2K	0.43%	57
2017 Q3	$1.12M	Buy	22,845 +66	+0.3%	+$3.16K	0.42%	58
2017 Q2	$1.09M	Buy	22,779 +60	+0.3%	+$2.83K	0.42%	58
2017 Q1	$1.05M	Buy	22,719 +60	+0.3%	+$2.75K	0.42%	58
2016 Q4	$1M	Buy	22,659 +96	+0.4%	+$4.11K	0.41%	60
2016 Q3	$959K	Sell	22,563 -600	-3%	-$25.6K	0.4%	63
2016 Q2	$950K	Buy	23,163 +66	+0.3%	+$2.66K	0.41%	63
2016 Q1	$913K	Sell	23,097 -237	-1%	-$8.8K	0.4%	62
2015 Q4	$916K	Buy	23,334 +366	+2%	+$14.7K	0.42%	62
2015 Q3	$888K	Sell	22,968 -2,352	-9%	-$96.7K	0.42%	57
2015 Q2	$1.06M	Buy	25,320 +66	+0.3%	+$2.78K	0.48%	52
2015 Q1	$1.06M	Buy	25,254 +66	+0.3%	+$2.69K	0.49%	51
2014 Q4	$995K	Buy	25,188 +1,671	+7%	+$64.3K	0.5%	48
2014 Q3	$884K	Buy	23,517 +3,822	+19%	+$147K	0.47%	49
2014 Q2	$765K	Buy	19,695 +3,570	+22%	+$134K	0.41%	49
2014 Q1	$613K	Buy	+16,125	New	+$602K	0.35%	54

Other funds holding MDYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AWM

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

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

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

PAG

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

Asset Management Group's MDYG Position: Q1 2026 in Review

Asset Management Group reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 5.2% in Q1 2026, selling an estimated $107K and leaving 19,845 shares worth $1.9M. The position accounts for 0.31% of the portfolio, ranked #71.

Asset Management Group first reported a position in MDYG in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.97M in Q1 2024. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

Asset Management Group held 19,845 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.9M as of Q1 2026.
Asset Management Group sold 1,095 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $107K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.31% of Asset Management Group's portfolio in Q1 2026, its #71 holding.
Asset Management Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2014 and has held it in 49 quarters since.
Asset Management Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.97M in Q1 2024.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.