CAWM
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Capital A Wealth Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Capital A Wealth Management’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
Q2 		$20.5K Buy
271
+188
+227% +$15.4K 0.23% 139
2025
Q1 		$6.59K Sell
83
-299
-78% -$25.7K 0.01% 341
2024
Q4 		$33.2K Buy
+382
New +$34.4K 0.06% 187

Other funds holding MDYG

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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $11B AUM 18.22% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital A Wealth Management's MDYG Position: Q2 2025 in Review

Capital A Wealth Management increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 227% in Q2 2025, buying an estimated $15.4K and bringing the position to 271 shares worth $20.5K. The position accounts for 0.23% of the portfolio, ranked #139.

Capital A Wealth Management first reported a position in MDYG in Q4 2024 and has held it in 3 quarters since. The position peaked at $33.2K in Q4 2024. 392 funds tracked by Wall St. Rank hold MDYG as of Q2 2025.

  • Capital A Wealth Management held 271 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $20.5K as of Q2 2025.
  • Capital A Wealth Management bought 188 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2025, an estimated $15.4K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.23% of Capital A Wealth Management's portfolio in Q2 2025, its #139 holding.
  • Capital A Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $33.2K in Q4 2024.
  • 392 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.