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 Q2	$1.21M	Sell	10,775 -4	-0%	-$424	0.42%	63
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 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

Lewis Asset Management's MDYG Position: Q2 2026 in Review

Lewis Asset Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.04% in Q2 2026, selling an estimated $424 and leaving 10,775 shares worth $1.21M. The position accounts for 0.42% of the portfolio, ranked #63.

Lewis Asset Management first reported a position in MDYG in Q4 2023 and has held it in 11 quarters since. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Lewis Asset Management held 10,775 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.21M as of Q2 2026.
Lewis Asset Management sold 4 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $424.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.42% of Lewis Asset Management's portfolio in Q2 2026, its #63 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 11 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 Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.