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

O'Shaughnessy 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	$117K	Sell	1,048 -325	-24%	-$34.4K	﹤0.01%	2142
2026 Q1	$132K	Buy	1,373 +273	+25%	+$26.8K	﹤0.01%	2079
2025 Q4	$102K	Buy	1,100 +194	+21%	+$17.8K	﹤0.01%	2124
2025 Q3	$83K	Hold	906	–	–	﹤0.01%	2128
2025 Q2	$78.7K	Buy	906 +205	+29%	+$16.8K	﹤0.01%	1987
2025 Q1	$55.7K	Hold	701	–	–	﹤0.01%	1972
2024 Q4	$60.9K	Buy	701 +325	+86%	+$29.2K	﹤0.01%	1917
2024 Q3	$33.7K	Buy	376 +1	+0.3%	+$85	﹤0.01%	1903
2024 Q2	$31.5K	Buy	375 +1	+0.3%	+$84	﹤0.01%	1759
2024 Q1	$32.7K	Hold	374	–	–	﹤0.01%	1690
2023 Q4	$28.3K	Buy	374 +2	+0.5%	+$140	﹤0.01%	1593
2023 Q3	$25.7K	Buy	372 +1	+0.3%	+$72	﹤0.01%	1496
2023 Q2	$26.6K	Sell	371 -60	-14%	-$4.1K	﹤0.01%	1392
2023 Q1	$29.5K	Buy	+431	New	+$29.4K	﹤0.01%	1378

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

O'Shaughnessy Asset Management's MDYG Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 24% in Q2 2026, selling an estimated $34.4K and leaving 1,048 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #2142.

O'Shaughnessy Asset Management first reported a position in MDYG in Q1 2023 and has held it in 14 quarters since. The position peaked at $132K in Q1 2026. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

O'Shaughnessy Asset Management held 1,048 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $117K as of Q2 2026.
O'Shaughnessy Asset Management sold 325 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $34.4K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2142 holding.
O'Shaughnessy Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
O'Shaughnessy Asset Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $132K in Q1 2026.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

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