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 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 $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

CAP Partners LLC's MDYG Position: Q1 2026 in Review

CAP Partners LLC reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 2.3% in Q1 2026, selling an estimated $8.13K and leaving 3,528 shares worth $339K. The position accounts for 0.19% of the portfolio, ranked #114.

CAP Partners LLC first reported a position in MDYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $416K in Q3 2024. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

CAP Partners LLC held 3,528 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $339K as of Q1 2026.
CAP Partners LLC sold 83 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $8.13K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.19% of CAP Partners LLC's portfolio in Q1 2026, its #114 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 10 quarters since.
CAP Partners LLC's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $416K in Q3 2024.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on CAP Partners LLC's 13F filing for Q1 2026, filed 28 Apr 2026.