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 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 $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

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

Univest Financial's MDYG Position: Q1 2026 in Review

Univest Financial reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 62% in Q1 2026, selling an estimated $19.6M and leaving 121,342 shares worth $11.6M. The position accounts for 0.65% of the portfolio, ranked #37.

Univest Financial first reported a position in MDYG in Q3 2022 and has held it in 10 quarters since. The position peaked at $29.7M in Q4 2025. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

Univest Financial held 121,342 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $11.6M as of Q1 2026.
Univest Financial sold 199,598 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $19.6M.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.65% of Univest Financial's portfolio in Q1 2026, its #37 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 10 quarters since.
Univest Financial's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $29.7M in Q4 2025.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.