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

Payne Capital 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	$1.43M	Sell	12,762 -134	-1%	-$14.2K	0.38%	31
2026 Q1	$1.24M	Buy	12,896 +137	+1%	+$13.4K	0.37%	31
2025 Q4	$1.18M	Buy	12,759 +74	+0.6%	+$6.8K	0.37%	30
2025 Q3	$1.16M	Buy	12,685 +573	+5%	+$51.5K	0.37%	30
2025 Q2	$1.05M	Buy	12,112 +2,240	+23%	+$183K	0.41%	30
2025 Q1	$784K	Sell	9,872 -5	-0.1%	-$430	0.33%	30
2024 Q4	$858K	Buy	+9,877	New	+$889K	0.37%	31

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

Payne Capital Management's MDYG Position: Q2 2026 in Review

Payne Capital Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 1% in Q2 2026, selling an estimated $14.2K and leaving 12,762 shares worth $1.43M. The position accounts for 0.38% of the portfolio, ranked #31.

Payne Capital Management first reported a position in MDYG in Q4 2024 and has held it in 7 quarters since. 418 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Payne Capital Management held 12,762 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.43M as of Q2 2026.
Payne Capital Management sold 134 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $14.2K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.38% of Payne Capital Management's portfolio in Q2 2026, its #31 holding.
Payne Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
418 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Payne Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.