AlphaStar Capital Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

AlphaStar Capital Management’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	$4.32M	Buy	44,993 +5,143	+13%	+$504K	0.32%	46
2025 Q4	$3.68M	Buy	39,850 +7,868	+25%	+$723K	0.27%	55
2025 Q3	$2.93M	Buy	31,982 +8,389	+36%	+$754K	0.25%	49
2025 Q2	$2.05M	Buy	23,593 +6,121	+35%	+$500K	0.14%	112
2025 Q1	$1.39M	Buy	17,472 +1,979	+13%	+$170K	0.14%	75
2024 Q4	$1.35M	Buy	15,493 +3,668	+31%	+$330K	0.14%	72
2024 Q3	$1.04M	Buy	11,825 +1,486	+14%	+$127K	0.08%	157
2024 Q2	$869K	Buy	10,339 +1,494	+17%	+$126K	0.08%	152
2024 Q1	$772K	Buy	8,845 +1,581	+22%	+$126K	0.08%	146
2023 Q4	$550K	Buy	7,264 +2,211	+44%	+$155K	0.05%	176
2023 Q3	$349K	Buy	+5,053	New	+$364K	0.04%	204
2022 Q1	–	Sell	-4,144	Closed	-$319K	–	405
2021 Q4	$319K	Buy	4,144 +1,264	+44%	+$101K	0.03%	299
2021 Q3	$231K	Buy	+2,880	New	+$224K	0.02%	351
2020 Q3	–	Sell	-4,940	Closed	-$274K	–	198
2020 Q2	$274K	Sell	4,940 -2,498	-34%	-$124K	0.06%	161
2020 Q1	$327K	Sell	7,438 -18,781	-72%	-$991K	0.08%	142
2019 Q4	$1.5M	Buy	26,219 +6,483	+33%	+$357K	0.32%	60
2019 Q3	$1.06M	Buy	19,736 +6,085	+45%	+$328K	0.25%	70
2019 Q2	$741K	Sell	13,651 -34,746	-72%	-$1.85M	0.19%	93
2019 Q1	$2.42M	Sell	48,397 -30,614	-39%	-$1.55M	0.68%	28
2018 Q4	$3.62M	Sell	79,011 -15,134	-16%	-$761K	1.16%	15
2018 Q3	$5.27M	Sell	94,145 -3,983	-4%	-$222K	1.55%	14
2018 Q2	$5.3M	Sell	98,128 -6,080	-6%	-$326K	1.67%	11
2018 Q1	$5.47M	Buy	104,208 +56,451	+118%	+$3M	2.08%	6
2017 Q4	$2.48M	Buy	47,757 +2,562	+6%	+$131K	0.64%	42
2017 Q3	$2.21M	Buy	45,195 +44,778	+10,738%	+$2.14M	2.19%	14
2017 Q2	$19K	Buy	+417	New	+$19.7K	2.31%	14

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

AlphaStar Capital Management's MDYG Position: Q1 2026 in Review

AlphaStar Capital Management increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 13% in Q1 2026, buying an estimated $504K and bringing the position to 44,993 shares worth $4.32M. The position accounts for 0.32% of the portfolio, ranked #46.

AlphaStar Capital Management first reported a position in MDYG in Q2 2017 and has held it in 26 quarters since. The position peaked at $5.47M in Q1 2018. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

AlphaStar Capital Management held 44,993 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $4.32M as of Q1 2026.
AlphaStar Capital Management bought 5,143 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $504K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.32% of AlphaStar Capital Management's portfolio in Q1 2026, its #46 holding.
AlphaStar Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2017 and has held it in 26 quarters since.
AlphaStar Capital Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $5.47M in Q1 2018.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on AlphaStar Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.