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

Princeton Global 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
2025 Q3	–	Sell	-1,328	Closed	-$115K	–	779
2025 Q2	$115K	Hold	1,328	–	–	0.02%	229
2025 Q1	$106K	Sell	1,328 -785	-37%	-$67.5K	0.02%	222
2024 Q4	$184K	Hold	2,113	–	–	0.03%	194
2024 Q3	$185K	Hold	2,113	–	–	0.04%	194
2024 Q2	$178K	Buy	2,113 +543	+35%	+$45.9K	0.04%	176
2024 Q1	$137K	Sell	1,570 -1,330	-46%	-$106K	0.03%	179
2023 Q4	$219K	Hold	2,900	–	–	0.06%	155
2023 Q3	$201K	Buy	+2,900	New	+$209K	0.06%	153
2023 Q2	–	Sell	-2,900	Closed	-$198K	–	593
2023 Q1	$198K	Hold	2,900	–	–	0.06%	165
2022 Q4	$189K	Hold	2,900	–	–	0.06%	152
2022 Q3	$175K	Hold	2,900	–	–	0.06%	155
2022 Q2	$177K	Hold	2,900	–	–	0.06%	163
2022 Q1	$215K	Sell	2,900 -1,400	-33%	-$104K	0.06%	164
2021 Q4	$351K	Hold	4,300	–	–	0.1%	144
2021 Q3	$325K	Hold	4,300	–	–	0.1%	146
2021 Q2	$333K	Hold	4,300	–	–	0.1%	142
2021 Q1	$323K	Hold	4,300	–	–	0.1%	142
2020 Q4	$298K	Hold	4,300	–	–	0.1%	144
2020 Q3	$247K	Hold	4,300	–	–	0.1%	146
2020 Q2	$231K	Hold	4,300	–	–	0.07%	171
2020 Q1	$184K	Sell	4,300 -800	-16%	-$42.2K	0.08%	157
2019 Q4	$291	Hold	5,100	–	–	0.12%	137
2019 Q3	$270K	Hold	5,100	–	–	0.15%	135
2019 Q2	$277K	Hold	5,100	–	–	0.17%	130
2019 Q1	$268K	Hold	5,100	–	–	0.18%	124
2018 Q4	$234K	Buy	+5,100	New	+$256K	0.21%	110

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Princeton Global Asset Management's MDYG Position: Q3 2025 in Review

Princeton Global Asset Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2025, closing a stake of 1,328 shares — an estimated $115K sold.

Princeton Global Asset Management first reported a position in MDYG in Q4 2018 and held it in 26 quarters. The position peaked at $351K in Q4 2021. 385 funds tracked by Wall St. Rank hold MDYG as of Q3 2025.

Princeton Global Asset Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Princeton Global Asset Management sold 1,328 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2025, an estimated $115K.
Princeton Global Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2018 and held it in 26 quarters.
Princeton Global Asset Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $351K in Q4 2021.
385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2025.

Based on Princeton Global Asset Management's 13F filing for Q3 2025, filed 9 Oct 2025.