CAPTRUST Financial Advisors
MDYG icon

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

CAPTRUST Financial Advisors’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 		$1.87M Sell
16,685
-614
-4% -$65.1K ﹤0.01% 1350
2026
Q1 		$1.66M Sell
17,299
-497
-3% -$48.7K ﹤0.01% 1304
2025
Q4 		$1.64M Sell
17,796
-1,607
-8% -$148K ﹤0.01% 1196
2025
Q3 		$1.78M Buy
19,403
+969
+5% +$87.1K ﹤0.01% 1085
2025
Q2 		$1.6M Sell
18,434
-1,253
-6% -$102K ﹤0.01% 1083
2025
Q1 		$1.56M Sell
19,687
-1,509
-7% -$130K ﹤0.01% 1031
2024
Q4 		$1.84M Sell
21,196
-2,665
-11% -$240K 0.01% 921
2024
Q3 		$2.09M Buy
23,861
+13,522
+131% +$1.15M 0.01% 838
2024
Q2 		$869K Buy
10,339
+1,005
+11% +$84.9K ﹤0.01% 1218
2024
Q1 		$815K Buy
9,334
+24
+0.3% +$1.91K ﹤0.01% 1234
2023
Q4 		$704K Buy
9,310
+333
+4% +$23.4K ﹤0.01% 1490
2023
Q3 		$621K Sell
8,977
-244
-3% -$17.6K ﹤0.01% 1494
2023
Q2 		$661K Buy
9,221
+91
+1% +$6.22K ﹤0.01% 1469
2023
Q1 		$625K Sell
9,130
-812
-8% -$55.5K ﹤0.01% 1283
2022
Q4 		$650K Buy
9,942
+1,939
+24% +$128K ﹤0.01% 1195
2022
Q3 		$483K Sell
8,003
-1,194
-13% -$78.8K ﹤0.01% 1267
2022
Q2 		$561K Buy
9,197
+1,143
+14% +$76.9K ﹤0.01% 1101
2022
Q1 		$598K Buy
8,054
+1,356
+20% +$100K ﹤0.01% 1068
2021
Q4 		$546K Buy
6,698
+587
+10% +$47.1K ﹤0.01% 1071
2021
Q3 		$462K Buy
6,111
+387
+7% +$30.1K ﹤0.01% 1065
2021
Q2 		$444K Sell
5,724
-17
-0.3% -$1.31K ﹤0.01% 1035
2021
Q1 		$431K Buy
5,741
+833
+17% +$61.5K ﹤0.01% 1023
2020
Q4 		$340K Sell
4,908
-20
-0.4% -$1.28K ﹤0.01% 964
2020
Q3 		$287K Hold
4,928
– – ﹤0.01% 896
2020
Q2 		$264K Sell
4,928
-20
-0.4% -$997 ﹤0.01% 918
2020
Q1 		$200K Hold
4,948
– – ﹤0.01% 852
2019
Q4 		$283K Sell
4,948
-4
-0.1% -$220 ﹤0.01% 863
2019
Q3 		$266K Buy
4,952
+4,122
+497% +$222K 0.01% 516
2019
Q2 		$45K Hold
830
– – ﹤0.01% 1001
2019
Q1 		$44K Sell
830
-2,583
-76% -$131K ﹤0.01% 948
2018
Q4 		$156K Buy
3,413
+681
+25% +$34.2K 0.01% 477
2018
Q3 		$153K Buy
2,732
+1,790
+190% +$99.8K 0.01% 493
2018
Q2 		$51K Sell
942
-1,488
-61% -$79.9K ﹤0.01% 673
2018
Q1 		$124K Sell
2,430
-234
-9% -$12.4K 0.01% 405
2017
Q4 		$138K Buy
2,664
+36
+1% +$1.84K 0.01% 382
2017
Q3 		$135K Buy
+2,628
New +$126K 0.01% 230

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

CAPTRUST Financial Advisors's MDYG Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 3.5% in Q2 2026, selling an estimated $65.1K and leaving 16,685 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

CAPTRUST Financial Advisors first reported a position in MDYG in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.09M in Q3 2024. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • CAPTRUST Financial Advisors held 16,685 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.87M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 614 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $65.1K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1350 holding.
  • CAPTRUST Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2017 and has held it in 36 quarters since.
  • CAPTRUST Financial Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.09M in Q3 2024.
  • 421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.