Capstone Triton Financial Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Capstone Triton Financial Group’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 Q1	$331K	Buy	+3,516	New	+$345K	0.58%	37
2024 Q4	$202K	Hold	2,328	–	–	0.13%	106
2024 Q3	$204K	Buy	+2,328	New	+$199K	0.13%	104
2024 Q2	–	Sell	-2,303	Closed	-$201K	–	99
2024 Q1	$201K	Sell	2,303 -393	-15%	-$31.3K	0.14%	99
2023 Q4	$204K	Buy	+2,696	New	+$189K	0.15%	104
2023 Q3	–	Sell	-3,015	Closed	-$216K	–	104
2023 Q2	$216K	Sell	3,015 -198	-6%	-$13.5K	0.15%	97
2023 Q1	$220K	Sell	3,213 -188	-6%	-$12.8K	0.17%	92
2022 Q4	$222K	Sell	3,401 -288	-8%	-$18.9K	0.18%	91
2022 Q3	$223K	Buy	3,689 +10	+0.3%	+$660	0.19%	89
2022 Q2	$243K	Hold	3,679	–	–	0.18%	89
2022 Q1	$254K	Sell	3,679 -148	-4%	-$10.9K	0.18%	91
2021 Q4	$312K	Sell	3,827 -18	-0.5%	-$1.44K	0.63%	60
2021 Q3	$310K	Hold	3,845	–	–	0.19%	92
2021 Q2	$298K	Sell	3,845 -53	-1%	-$4.08K	0.18%	95
2021 Q1	$293K	Buy	3,898 +761	+24%	+$56.2K	0.19%	88
2020 Q4	$217K	Buy	+3,137	New	+$201K	0.13%	102

Other funds holding MDYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Capstone Triton Financial Group's MDYG Position: Q1 2026 in Review

Capstone Triton Financial Group opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2026: 3,516 shares worth $331K. The stake represents 0.58% of the portfolio and ranks #37 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in MDYG as recently as Q4 2024.

Capstone Triton Financial Group first reported a position in MDYG in Q4 2020 and has held it in 16 quarters since. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

Capstone Triton Financial Group held 3,516 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $331K as of Q1 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF was a new Capstone Triton Financial Group position in Q1 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.58% of Capstone Triton Financial Group's portfolio in Q1 2026, its #37 holding.
Capstone Triton Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and has held it in 16 quarters since.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.