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

UBS AM’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	$21.2K	Sell	189 -6,042	-97%	-$640K	﹤0.01%	3118
2026 Q1	$598K	Buy	6,231 +4,146	+199%	+$406K	﹤0.01%	2501
2025 Q4	$193K	Buy	+2,085	New	+$192K	﹤0.01%	2463
2023 Q3	–	Sell	-18,286	Closed	-$1.25M	–	2651
2023 Q2	$1.25M	Hold	18,286	–	–	﹤0.01%	1899
2023 Q1	$1.25M	Buy	+18,286	New	+$1.25M	﹤0.01%	1899

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

UBS AM's MDYG Position: Q2 2026 in Review

UBS AM reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 97% in Q2 2026, selling an estimated $640K and leaving 189 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3118.

UBS AM first reported a position in MDYG in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.25M in Q2 2023. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

UBS AM held 189 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $21.2K as of Q2 2026.
UBS AM sold 6,042 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $640K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3118 holding.
UBS AM first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2023 and has held it in 5 quarters since.
UBS AM's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.25M in Q2 2023.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.