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Cape Investment Advisory’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Cape Investment Advisory’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
2025
Q1 		– Sell
-310
Closed -$26.9K – 1174
2024
Q4 		$26.9K Buy
310
+206
+198% +$18.5K 0.01% 432
2024
Q3 		$9.09K Buy
104
+1
+1% +$85 ﹤0.01% 585
2024
Q2 		$8.69K Sell
103
-35
-25% -$2.96K ﹤0.01% 546
2024
Q1 		$12.1K Buy
138
+35
+34% +$2.79K 0.01% 516
2023
Q4 		$7.79K Hold
103
– – ﹤0.01% 712
2023
Q3 		$7.09K Buy
103
+1
+1% +$72 ﹤0.01% 616
2023
Q2 		$7.33K Hold
102
– – ﹤0.01% 604
2023
Q1 		$6.97K Buy
+102
New +$6.97K ﹤0.01% 608

Other funds holding MDYG

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Cape Investment Advisory's MDYG Position: Q1 2025 in Review

Cape Investment Advisory sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2025, closing a stake of 310 shares — an estimated $26.9K sold.

Cape Investment Advisory first reported a position in MDYG in Q1 2023 and held it in 8 quarters. The position peaked at $26.9K in Q4 2024. 379 funds tracked by Wall St. Rank hold MDYG as of Q1 2025.

  • Cape Investment Advisory reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 310 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2025, an estimated $26.9K.
  • Cape Investment Advisory first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2023 and held it in 8 quarters.
  • Cape Investment Advisory's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $26.9K in Q4 2024.
  • 379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2025.

Based on Cape Investment Advisory's 13F filing for Q1 2025, filed 16 May 2025.