NewEdge Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

NewEdge Advisors’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	$1.34M	Sell	11,933 -461	-4%	-$48.9K	﹤0.01%	1471
2026 Q1	$1.19M	Sell	12,394 -5,570	-31%	-$546K	﹤0.01%	1396
2025 Q4	$1.66M	Buy	17,964 +837	+5%	+$76.9K	0.01%	1169
2025 Q3	$1.57M	Buy	17,127 +12,160	+245%	+$1.09M	0.01%	1145
2025 Q2	$432K	Sell	4,967 -160	-3%	-$13.1K	﹤0.01%	1783
2025 Q1	$407K	Buy	5,127 +336	+7%	+$28.9K	﹤0.01%	1704
2024 Q4	$416K	Buy	4,791 +682	+17%	+$61.4K	﹤0.01%	1668
2024 Q3	$361K	Sell	4,109 -457	-10%	-$39K	﹤0.01%	1678
2024 Q2	$384K	Buy	4,566 +553	+14%	+$46.7K	﹤0.01%	1577
2024 Q1	$350K	Buy	4,013 +2,508	+167%	+$200K	﹤0.01%	1554
2023 Q4	$114K	Hold	1,505	–	–	﹤0.01%	1902
2023 Q3	$104K	Hold	1,505	–	–	﹤0.01%	1821
2023 Q2	$108K	Sell	1,505 -554	-27%	-$37.8K	﹤0.01%	1828
2023 Q1	$141K	Sell	2,059 -1,919	-48%	-$131K	﹤0.01%	1651
2022 Q4	$147K	Buy	+3,978	New	+$262K	﹤0.01%	1290
2021 Q3	–	Sell	-2,891	Closed	-$224K	–	1185
2021 Q2	$224K	Sell	2,891 -655	-18%	-$50.4K	0.01%	1008
2021 Q1	$266K	Buy	3,546 +1	+0%	+$74	0.01%	853
2020 Q4	$246K	Hold	3,545	–	–	0.01%	820
2020 Q3	$203K	Buy	+3,545	New	+$202K	0.01%	829

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

NewEdge Advisors's MDYG Position: Q2 2026 in Review

NewEdge Advisors reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 3.7% in Q2 2026, selling an estimated $48.9K and leaving 11,933 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

NewEdge Advisors first reported a position in MDYG in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.66M in Q4 2025. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

NewEdge Advisors held 11,933 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.34M as of Q2 2026.
NewEdge Advisors sold 461 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $48.9K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1471 holding.
NewEdge Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2020 and has held it in 19 quarters since.
NewEdge Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.66M in Q4 2025.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.