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

Univest Financial’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	$6.83M	Sell	60,974 -60,368	-50%	-$6.4M	0.34%	59
2026 Q1	$11.6M	Sell	121,342 -199,598	-62%	-$19.6M	0.65%	37
2025 Q4	$29.7M	Buy	320,940 +294,255	+1,103%	+$27M	1.57%	13
2025 Q3	$2.44M	Buy	26,685 +5,410	+25%	+$486K	0.14%	108
2025 Q2	$1.85M	Buy	21,275 +1,354	+7%	+$111K	0.11%	113
2025 Q1	$1.58M	Sell	19,921 -1,882	-9%	-$162K	0.1%	130
2024 Q4	$1.89M	Buy	21,803 +2,423	+13%	+$218K	0.12%	118
2024 Q3	$1.7M	Buy	+19,380	New	+$1.65M	0.11%	120
2023 Q2	–	Sell	-3,456	Closed	-$237K	–	120
2023 Q1	$237K	Sell	3,456 -42,307	-92%	-$2.89M	0.07%	90
2022 Q4	$2.99M	Buy	45,763 +16,032	+54%	+$1.05M	0.94%	42
2022 Q3	$1.79M	Buy	+29,731	New	+$1.96M	0.59%	50

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

Univest Financial's MDYG Position: Q2 2026 in Review

Univest Financial reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 50% in Q2 2026, selling an estimated $6.4M and leaving 60,974 shares worth $6.83M. The position accounts for 0.34% of the portfolio, ranked #59.

Univest Financial first reported a position in MDYG in Q3 2022 and has held it in 11 quarters since. The position peaked at $29.7M in Q4 2025. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Univest Financial held 60,974 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $6.83M as of Q2 2026.
Univest Financial sold 60,368 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $6.4M.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.34% of Univest Financial's portfolio in Q2 2026, its #59 holding.
Univest Financial first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2022 and has held it in 11 quarters since.
Univest Financial's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $29.7M in Q4 2025.
421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.