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

Principal Securities’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 		$293K Sell
3,058
-3,553
-54% -$348K ﹤0.01% 1212
2025
Q4 		$611K Sell
6,611
-4,689
-41% -$431K 0.01% 862
2025
Q3 		$1.03M Buy
11,300
+15
+0.1% +$1.35K 0.02% 655
2025
Q2 		$980K Sell
11,285
-32,526
-74% -$2.66M 0.02% 620
2025
Q1 		$3.81M Hold
43,811
– – 0.09% 234
2024
Q4 		$3.81M Buy
43,811
+12,876
+42% +$1.16M 0.09% 232
2024
Q3 		$2.71M Sell
30,935
-4,878
-14% -$416K 0.07% 262
2024
Q2 		$3.01M Sell
35,813
-141,406
-80% -$11.9M 0.08% 227
2024
Q1 		$15.5M Buy
177,219
+142,120
+405% +$11.3M 0.48% 37
2023
Q4 		$2.66M Buy
+35,099
New +$2.46M 0.1% 198

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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

Principal Securities's MDYG Position: Q1 2026 in Review

Principal Securities reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 54% in Q1 2026, selling an estimated $348K and leaving 3,058 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Principal Securities first reported a position in MDYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.5M in Q1 2024. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Principal Securities held 3,058 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $293K as of Q1 2026.
  • Principal Securities sold 3,553 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $348K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1212 holding.
  • Principal Securities first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $15.5M in Q1 2024.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.