CAP Partners LLC’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

CAP Partners LLC’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	$394K	Sell	3,519 -9	-0.3%	-$954	0.19%	109
2026 Q1	$339K	Sell	3,528 -83	-2%	-$8.13K	0.19%	114
2025 Q4	$334K	Sell	3,611 -169	-4%	-$15.5K	0.19%	107
2025 Q3	$346K	Sell	3,780 -150	-4%	-$13.5K	0.2%	100
2025 Q2	$341K	Sell	3,930 -780	-17%	-$63.8K	0.21%	97
2025 Q1	$374K	Sell	4,710 -37	-0.8%	-$3.18K	0.27%	89
2024 Q4	$412K	Buy	4,747 +3	+0.1%	+$270	0.29%	81
2024 Q3	$416K	Hold	4,744	–	–	0.31%	82
2024 Q2	$399K	Buy	4,744 +1	+0%	+$84	0.32%	74
2024 Q1	$414K	Sell	4,743 -14	-0.3%	-$1.12K	0.37%	67
2023 Q4	$360K	Buy	+4,757	New	+$334K	0.36%	64

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

CAP Partners LLC's MDYG Position: Q2 2026 in Review

CAP Partners LLC reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.26% in Q2 2026, selling an estimated $954 and leaving 3,519 shares worth $394K. The position accounts for 0.19% of the portfolio, ranked #109.

CAP Partners LLC first reported a position in MDYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $416K in Q3 2024. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

CAP Partners LLC held 3,519 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $394K as of Q2 2026.
CAP Partners LLC sold 9 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $954.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.19% of CAP Partners LLC's portfolio in Q2 2026, its #109 holding.
CAP Partners LLC first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
CAP Partners LLC's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $416K in Q3 2024.
421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.