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 Q2	$557K	Buy	4,973 +1,915	+63%	+$203K	0.01%	1030
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 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

Principal Securities's MDYG Position: Q2 2026 in Review

Principal Securities increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 63% in Q2 2026, buying an estimated $203K and bringing the position to 4,973 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #1030.

Principal Securities first reported a position in MDYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.5M in Q1 2024. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Principal Securities held 4,973 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $557K as of Q2 2026.
Principal Securities bought 1,915 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $203K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1030 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 11 quarters since.
Principal Securities's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $15.5M in Q1 2024.
421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.