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

EP Wealth 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	$8.19M	Buy	73,049 +63,754	+686%	+$6.76M	0.03%	305
2026 Q1	$892K	Sell	9,295 -3,125	-25%	-$306K	﹤0.01%	669
2025 Q4	$1.15M	Buy	+12,420	New	+$1.14M	0.01%	586
2025 Q2	$658K	Sell	7,573 -3	-0%	-$245	﹤0.01%	679
2025 Q1	$602K	Sell	7,576 -135	-2%	-$11.6K	﹤0.01%	641
2024 Q4	$670K	Sell	7,711 -3,237	-30%	-$291K	0.01%	605
2024 Q3	$961K	Buy	10,948 +4,380	+67%	+$374K	0.01%	508
2024 Q2	$552K	Buy	6,568 +1	+0%	+$84	0.01%	513
2024 Q1	$573K	Buy	6,567 +7	+0.1%	+$558	0.01%	488
2023 Q4	$496K	Buy	6,560 +81	+1%	+$5.68K	0.01%	489
2023 Q3	$448K	Buy	6,479 +458	+8%	+$33K	0.01%	476
2023 Q2	$464K	Sell	6,021 -12,501	-67%	-$854K	0.01%	479
2023 Q1	$8.49M	Buy	18,522 +11,486	+163%	+$784K	0.15%	102
2022 Q4	$460K	Buy	+7,036	New	+$463K	0.01%	395
2022 Q3	–	Sell	-6,953	Closed	-$424K	–	510
2022 Q2	$424K	Sell	6,953 -275	-4%	-$18.5K	0.01%	406
2022 Q1	$536K	Sell	7,228 -55	-0.8%	-$4.07K	0.01%	372
2021 Q4	$594K	Sell	7,283 -450	-6%	-$36.1K	0.01%	326
2021 Q3	$585K	Buy	7,733 +5,153	+200%	+$401K	0.02%	306
2021 Q2	$200K	Buy	+2,580	New	+$199K	0.01%	518
2021 Q1	–	Sell	-2,885	Closed	-$200K	–	509
2020 Q4	$200K	Buy	+2,885	New	+$185K	0.01%	417
2020 Q3	–	Sell	-4,464	Closed	-$240K	–	367
2020 Q2	$240K	Sell	4,464 -3,258	-42%	-$162K	0.01%	339
2020 Q1	$331K	Sell	7,722 -4,275	-36%	-$226K	0.02%	304
2019 Q4	$685K	Buy	+11,997	New	+$660K	0.03%	232
2016 Q1	–	Sell	-41,505	Closed	-$1.63M	–	156
2015 Q4	$1.63M	Buy	+41,505	New	+$1.67M	0.27%	58
2014 Q1	–	Sell	-6,315	Closed	-$236K	–	124
2013 Q4	$236K	Buy	+6,315	New	+$226K	0.06%	111

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

EP Wealth Advisors's MDYG Position: Q2 2026 in Review

EP Wealth Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 686% in Q2 2026, buying an estimated $6.76M and bringing the position to 73,049 shares worth $8.19M. The position accounts for 0.03% of the portfolio, ranked #305.

EP Wealth Advisors first reported a position in MDYG in Q4 2013 and has held it in 25 quarters since. The position peaked at $8.49M in Q1 2023. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

EP Wealth Advisors held 73,049 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $8.19M as of Q2 2026.
EP Wealth Advisors bought 63,754 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $6.76M.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #305 holding.
EP Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2013 and has held it in 25 quarters since.
EP Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $8.49M in Q1 2023.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.