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

Capital Squared Financial’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	$2.22M	Sell	19,788 -125	-0.6%	-$13.2K	1.45%	22
2026 Q1	$1.91M	Buy	19,913 +423	+2%	+$41.5K	1.46%	22
2025 Q4	$1.8M	Buy	19,490 +4,383	+29%	+$403K	1.41%	23
2025 Q3	$1.38M	Sell	15,107 -274	-2%	-$24.6K	1.2%	29
2025 Q2	$1.34M	Buy	+15,381	New	+$1.26M	1.56%	21

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

AWM

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 22.96% 1-Year Est. Return

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 Squared Financial's MDYG Position: Q2 2026 in Review

Capital Squared Financial reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.63% in Q2 2026, selling an estimated $13.2K and leaving 19,788 shares worth $2.22M. The position accounts for 1.45% of the portfolio, ranked #22.

Capital Squared Financial first reported a position in MDYG in Q2 2025 and has held it in 5 quarters since. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Capital Squared Financial held 19,788 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $2.22M as of Q2 2026.
Capital Squared Financial sold 125 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $13.2K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 1.45% of Capital Squared Financial's portfolio in Q2 2026, its #22 holding.
Capital Squared Financial first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.