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

Capital Analysts 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 		$5.27M Buy
46,988
+4,048
+9% +$429K 0.12% 144
2026
Q1 		$4.12M Sell
42,940
-3,354
-7% -$329K 0.11% 164
2025
Q4 		$4.28M Sell
46,294
-1,143
-2% -$105K 0.12% 150
2025
Q3 		$4.34M Sell
47,437
-1,098
-2% -$98.7K 0.13% 143
2025
Q2 		$4.22M Buy
48,535
+29,301
+152% +$2.4M 0.14% 129
2025
Q1 		$1.53M Buy
19,234
+18,789
+4,222% +$1.62M 0.06% 220
2024
Q4 		$39K Sell
445
-96
-18% -$8.64K ﹤0.01% 807
2024
Q3 		$47K Hold
541
– – ﹤0.01% 742
2024
Q2 		$45K Hold
541
– – ﹤0.01% 730
2024
Q1 		$47K Buy
541
+161
+42% +$12.8K ﹤0.01% 673
2023
Q4 		$29K Sell
380
-56
-13% -$3.93K ﹤0.01% 753
2023
Q3 		$30K Sell
436
-9
-2% -$648 ﹤0.01% 711
2023
Q2 		$32K Sell
445
-7,979
-95% -$545K ﹤0.01% 653
2023
Q1 		$577K Sell
8,424
-3,842
-31% -$262K 0.03% 279
2022
Q4 		$801K Buy
12,266
+11,869
+2,990% +$781K 0.05% 241
2022
Q3 		$24K Buy
+397
New +$26.2K ﹤0.01% 695
2022
Q1 		– Sell
-100
Closed -$8K – 995
2021
Q4 		$8K Hold
100
– – ﹤0.01% 836
2021
Q3 		$8K Hold
100
– – ﹤0.01% 817
2021
Q2 		$8K Buy
100
+72
+257% +$5.54K ﹤0.01% 775
2021
Q1 		$2K Buy
+28
New +$2.07K ﹤0.01% 975

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CF
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

Capital Analysts LLC's MDYG Position: Q2 2026 in Review

Capital Analysts LLC increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 9.4% in Q2 2026, buying an estimated $429K and bringing the position to 46,988 shares worth $5.27M. The position accounts for 0.12% of the portfolio, ranked #144.

Capital Analysts LLC first reported a position in MDYG in Q1 2021 and has held it in 20 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Capital Analysts LLC held 46,988 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $5.27M as of Q2 2026.
  • Capital Analysts LLC bought 4,048 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $429K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.12% of Capital Analysts LLC's portfolio in Q2 2026, its #144 holding.
  • Capital Analysts LLC first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2021 and has held it in 20 quarters since.
  • 420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.