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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
Q2 		– Sell
-3,516
Closed -$331K – 113
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
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

Capstone Triton Financial Group's MDYG Position: Q2 2026 in Review

Capstone Triton Financial Group sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2026, closing a stake of 3,516 shares — an estimated $331K sold.

Capstone Triton Financial Group first reported a position in MDYG in Q4 2020 and held it in 16 quarters. The position peaked at $331K in Q1 2026. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Capstone Triton Financial Group reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Capstone Triton Financial Group sold 3,516 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $331K.
  • Capstone Triton Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and held it in 16 quarters.
  • Capstone Triton Financial Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $331K in Q1 2026.
  • 421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.