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Capstone Wealth Management Group (Pennsylvania)’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		$238K Hold
2,125
– – 0.08% 87
2026
Q1 		$204K Buy
+2,125
New +$208K 0.09% 94

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NP
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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 Wealth Management Group (Pennsylvania)'s MDYG Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 2,125 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #87.

Capstone Wealth Management Group (Pennsylvania) first reported a position in MDYG in Q1 2026 and has held it in 2 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 2,125 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $238K as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.08% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #87 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2026 and has held it in 2 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 Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.