Jones Financial Companies’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Jones Financial Companies’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	$37.3M	Sell	339,005 -46,503	-12%	-$4.93M	0.01%	488
2026 Q1	$36.3M	Buy	385,508 +48,068	+14%	+$4.71M	0.02%	430
2025 Q4	$31.2M	Buy	337,440 +89,535	+36%	+$8.23M	0.02%	251
2025 Q3	$22.7M	Buy	247,905 +21,912	+10%	+$1.97M	0.02%	269
2025 Q2	$19.6M	Buy	225,993 +57,154	+34%	+$4.67M	0.01%	262
2025 Q1	$13.4M	Buy	168,839 +50,619	+43%	+$4.35M	0.01%	275
2024 Q4	$10.3M	Buy	118,220 +36,765	+45%	+$3.31M	0.01%	254
2024 Q3	$7.15M	Buy	81,455 +28,780	+55%	+$2.46M	0.01%	246
2024 Q2	$4.43M	Buy	52,675 +15,980	+44%	+$1.35M	0.01%	220
2024 Q1	$3.2M	Buy	36,695 +4,389	+14%	+$350K	﹤0.01%	167
2023 Q4	$2.44M	Buy	32,306 +19,829	+159%	+$1.39M	﹤0.01%	158
2023 Q3	$863K	Buy	12,477 +1,604	+15%	+$116K	﹤0.01%	192
2023 Q2	$779K	Buy	10,873 +3,804	+54%	+$260K	﹤0.01%	195
2023 Q1	$484K	Buy	7,069 +1,091	+18%	+$74.5K	﹤0.01%	216
2022 Q4	$391K	Buy	5,978 +1,694	+40%	+$111K	﹤0.01%	225
2022 Q3	$259K	Buy	4,284 +1,856	+76%	+$123K	﹤0.01%	223
2022 Q2	$153K	Buy	+2,428	New	+$163K	﹤0.01%	256

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

Jones Financial Companies's MDYG Position: Q2 2026 in Review

Jones Financial Companies reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 12% in Q2 2026, selling an estimated $4.93M and leaving 339,005 shares worth $37.3M. The position accounts for 0.01% of the portfolio, ranked #488.

Jones Financial Companies first reported a position in MDYG in Q2 2022 and has held it in 17 quarters since. 419 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Jones Financial Companies held 339,005 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $37.3M as of Q2 2026.
Jones Financial Companies sold 46,503 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $4.93M.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #488 holding.
Jones Financial Companies first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
419 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.