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 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 $377B AUM 19.32% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Mystic Asset Management held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q1 2026 at 6,900 shares worth $662K. The position accounts for 0.15% of the portfolio, ranked #120.

Mystic Asset Management first reported a position in MDYG in Q4 2021 and has held it in 18 quarters since. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

Mystic Asset Management held 6,900 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $662K as of Q1 2026.
Mystic Asset Management left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q1 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.15% of Mystic Asset Management's portfolio in Q1 2026, its #120 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 18 quarters since.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Mystic Asset Management's 13F filing for Q1 2026, filed 8 May 2026.