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 Q3	$368K	Buy	3,520 +1	+0%	+$108	0.17%	117
2026 Q2	$394K	Sell	3,519 -9	-0.3%	-$954	0.19%	109
2026 Q1	$339K	Sell	3,528 -83	-2%	-$8.14K	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

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return

CAP Partners LLC's MDYG Position: Q3 2026 in Review

CAP Partners LLC increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.03% in Q3 2026, buying an estimated $108 and bringing the position to 3,520 shares worth $368K. The position accounts for 0.17% of the portfolio, ranked #117.

CAP Partners LLC first reported a position in MDYG in Q4 2023 and has held it in 12 quarters since. The position peaked at $416K in Q3 2024. 109 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

CAP Partners LLC held 3,520 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $368K as of Q3 2026.
CAP Partners LLC bought 1 State Street SPDR S&P 400 Mid Cap Growth ETF share in Q3 2026, an estimated $108.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.17% of CAP Partners LLC's portfolio in Q3 2026, its #117 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 12 quarters since.
CAP Partners LLC's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $416K in Q3 2024.
109 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.