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

Cordatus 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	$6.33M	Buy	+56,450	New	+$5.98M	1.39%	15
2025 Q3	–	Sell	-62,225	Closed	-$5.41M	–	165
2025 Q2	$5.41M	Buy	+62,225	New	+$5.09M	1.33%	15
2023 Q3	–	Sell	-58,961	Closed	-$4.22M	–	111
2023 Q2	$4.22M	Buy	+58,961	New	+$4.03M	1.59%	12

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

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

Cordatus Wealth Management opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2026: 56,450 shares worth $6.33M. The stake represents 1.39% of the portfolio and ranks #15 among its holdings. This is a return to the name: Cordatus Wealth Management previously reported a position in MDYG as recently as Q2 2025.

Cordatus Wealth Management first reported a position in MDYG in Q2 2023 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Cordatus Wealth Management held 56,450 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $6.33M as of Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF was a new Cordatus Wealth Management position in Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 1.39% of Cordatus Wealth Management's portfolio in Q2 2026, its #15 holding.
Cordatus Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2023 and has held it in 3 quarters since.
421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.