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

Mystic 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	$776K	Buy	6,925 +25	+0.4%	+$2.65K	0.17%	117
2026 Q1	$662K	Hold	6,900	–	–	0.15%	120
2025 Q4	$638K	Sell	6,900 -200	-3%	-$18.4K	0.14%	122
2025 Q3	$650K	Hold	7,100	–	–	0.15%	123
2025 Q2	$617K	Sell	7,100 -100	-1%	-$8.18K	0.15%	125
2025 Q1	$572K	Hold	7,200	–	–	0.15%	126
2024 Q4	$626K	Hold	7,200	–	–	0.17%	120
2024 Q3	$632K	Hold	7,200	–	–	0.24%	101
2024 Q2	$605K	Buy	7,200 +30	+0.4%	+$2.53K	0.24%	98
2024 Q1	$626K	Hold	7,170	–	–	0.26%	97
2023 Q4	$543K	Hold	7,170	–	–	0.26%	99
2023 Q3	$496K	Buy	7,170 +1,500	+26%	+$108K	0.28%	93
2023 Q2	$406K	Sell	5,670 -1,500	-21%	-$102K	0.22%	108
2023 Q1	$491K	Hold	7,170	–	–	0.27%	97
2022 Q4	$468K	Sell	7,170 -180	-2%	-$11.8K	0.27%	102
2022 Q3	$443K	Buy	7,350 +25	+0.3%	+$1.65K	0.28%	101
2022 Q2	$446K	Buy	7,325 +6	+0.1%	+$404	0.27%	103
2022 Q1	$543K	Buy	7,319 +29	+0.4%	+$2.15K	0.29%	98
2021 Q4	$594K	Buy	+7,290	New	+$584K	0.28%	99

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 22.9% 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

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

Mystic Asset Management increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.36% in Q2 2026, buying an estimated $2.65K and bringing the position to 6,925 shares worth $776K. The position accounts for 0.17% of the portfolio, ranked #117.

Mystic Asset Management first reported a position in MDYG in Q4 2021 and has held it in 19 quarters since. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Mystic Asset Management held 6,925 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $776K as of Q2 2026.
Mystic Asset Management bought 25 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $2.65K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.17% of Mystic Asset Management's portfolio in Q2 2026, its #117 holding.
Mystic Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
423 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Mystic Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.