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

Capital Investment Advisory Services’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	$24.5K	Sell	219 -199	-48%	-$21.1K	﹤0.01%	1058
2026 Q1	$40.1K	Hold	418	–	–	﹤0.01%	897
2025 Q4	$38.6K	Hold	418	–	–	﹤0.01%	872
2025 Q3	$38.3K	Hold	418	–	–	﹤0.01%	818
2025 Q2	$36.3K	Hold	418	–	–	﹤0.01%	797
2025 Q1	$33.2K	Hold	418	–	–	﹤0.01%	757
2024 Q4	$36.3K	Buy	418 +219	+110%	+$19.7K	﹤0.01%	694
2024 Q3	$17.5K	Hold	199	–	–	﹤0.01%	804
2024 Q2	$16.7K	Hold	199	–	–	﹤0.01%	782
2024 Q1	$17.4K	Hold	199	–	–	﹤0.01%	768
2023 Q4	$15.1K	Buy	199 +162	+438%	+$11.4K	﹤0.01%	796
2023 Q3	$2.56K	Hold	37	–	–	﹤0.01%	890
2023 Q2	$2.65K	Hold	37	–	–	﹤0.01%	832
2023 Q1	$2.53K	Buy	+37	New	+$2.53K	﹤0.01%	826
2022 Q4	–	Sell	-37	Closed	-$2K	–	854
2022 Q3	$2K	Sell	37 -42	-53%	-$2.77K	﹤0.01%	776
2022 Q2	$5K	Buy	+79	New	+$5.31K	﹤0.01%	758

Other funds holding MDYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

Capital Investment Advisory Services's MDYG Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 48% in Q2 2026, selling an estimated $21.1K and leaving 219 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Capital Investment Advisory Services first reported a position in MDYG in Q2 2022 and has held it in 16 quarters since. The position peaked at $40.1K in Q1 2026. 424 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Capital Investment Advisory Services held 219 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $24.5K as of Q2 2026.
Capital Investment Advisory Services sold 199 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $21.1K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1058 holding.
Capital Investment Advisory Services first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
Capital Investment Advisory Services's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $40.1K in Q1 2026.
424 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.