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

Calton & Associates’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	$1.03M	Sell	9,184 -47	-0.5%	-$4.98K	0.15%	122
2026 Q1	$886K	Hold	9,231	–	–	0.13%	151
2025 Q4	$853K	Sell	9,231 -299	-3%	-$27.5K	0.13%	163
2025 Q3	$873K	Buy	9,530 +24	+0.3%	+$2.16K	0.13%	144
2025 Q2	$826K	Buy	+9,506	New	+$777K	0.14%	137
2022 Q2	–	Sell	-12,901	Closed	-$957K	–	308
2022 Q1	$957K	Sell	12,901 -1,219	-9%	-$90.2K	0.28%	92
2021 Q4	$1.15M	Sell	14,120 -27	-0.2%	-$2.16K	0.31%	83
2021 Q3	$1.07M	Sell	14,147 -72	-0.5%	-$5.6K	0.23%	110
2021 Q2	$1.11M	Sell	14,219 -489	-3%	-$37.6K	0.21%	100
2021 Q1	$1.1M	Buy	14,708 +217	+1%	+$16K	0.22%	91
2020 Q4	$1M	Buy	14,491 +58	+0.4%	+$3.71K	0.18%	101
2020 Q3	$828K	Sell	14,433 -142	-1%	-$8.1K	0.17%	109
2020 Q2	$784K	Sell	14,575 -118	-0.8%	-$5.88K	0.17%	103
2020 Q1	$629K	Sell	14,693 -893	-6%	-$47.1K	0.16%	115
2019 Q4	$890K	Sell	15,586 -69	-0.4%	-$3.79K	0.18%	104
2019 Q3	$841K	Buy	+15,655	New	+$844K	0.19%	97
2018 Q1	–	Sell	-1,101	Closed	-$60K	–	903
2017 Q4	$60K	Buy	+1,101	New	+$56.3K	0.02%	630

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

Calton & Associates's MDYG Position: Q2 2026 in Review

Calton & Associates reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.51% in Q2 2026, selling an estimated $4.98K and leaving 9,184 shares worth $1.03M. The position accounts for 0.15% of the portfolio, ranked #122.

Calton & Associates first reported a position in MDYG in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.15M in Q4 2021. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Calton & Associates held 9,184 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.03M as of Q2 2026.
Calton & Associates sold 47 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $4.98K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.15% of Calton & Associates's portfolio in Q2 2026, its #122 holding.
Calton & Associates first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and has held it in 17 quarters since.
Calton & Associates's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.15M in Q4 2021.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.