LAM
MDYG icon

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

Lewis Asset 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
Q1 		$1.03M Sell
10,779
-236
-2% -$23.1K 0.42% 57
2025
Q4 		$1.02M Sell
11,015
-259
-2% -$23.8K 0.41% 59
2025
Q3 		$1.03M Sell
11,274
-197
-2% -$17.7K 0.42% 59
2025
Q2 		$997K Sell
11,471
-13
-0.1% -$1.06K 0.47% 54
2025
Q1 		$913K Sell
11,484
-281
-2% -$24.2K 0.75% 32
2024
Q4 		$1.02M Sell
11,765
-846
-7% -$76.1K 0.78% 27
2024
Q3 		$1.11M Sell
12,611
-369
-3% -$31.5K 0.81% 28
2024
Q2 		$1.09M Sell
12,980
-275
-2% -$23.2K 0.83% 22
2024
Q1 		$1.16M Sell
13,255
-261
-2% -$20.8K 0.95% 22
2023
Q4 		$1.02M Buy
+13,516
New +$948K 0.94% 24

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Lewis Asset Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 2.1% in Q1 2026, selling an estimated $23.1K and leaving 10,779 shares worth $1.03M. The position accounts for 0.42% of the portfolio, ranked #57.

Lewis Asset Management first reported a position in MDYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.16M in Q1 2024. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Lewis Asset Management held 10,779 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.03M as of Q1 2026.
  • Lewis Asset Management sold 236 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $23.1K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.42% of Lewis Asset Management's portfolio in Q1 2026, its #57 holding.
  • Lewis Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Lewis Asset Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.16M 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 Lewis Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.