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Cary Street Partners Investment Advisory’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Cary Street Partners Investment Advisory’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 		$1.76M Sell
15,734
-787
-5% -$83.4K 0.36% 67
2026
Q1 		$1.59M Buy
16,521
+447
+3% +$43.8K 0.4% 64
2025
Q4 		$1.49M Buy
16,074
+629
+4% +$57.8K 0.4% 64
2025
Q3 		$1.41M Buy
15,445
+239
+2% +$21.5K 0.59% 34
2025
Q2 		$1.32M Buy
15,206
+1,863
+14% +$152K 0.64% 31
2025
Q1 		$1.06M Buy
13,343
+301
+2% +$25.9K 0.61% 37
2024
Q4 		$1.13M Sell
13,042
-38,175
-75% -$3.43M 0.74% 29
2024
Q3 		$4.49M Buy
51,217
+6,191
+14% +$529K 0.17% 146
2024
Q2 		$3.78M Buy
45,026
+2,141
+5% +$181K 0.15% 157
2024
Q1 		$3.74M Sell
42,885
-10,308
-19% -$822K 0.16% 154
2023
Q4 		$4.03M Sell
53,193
-861
-2% -$60.4K 0.19% 141
2023
Q3 		$3.74M Buy
54,054
+4,750
+10% +$342K 0.2% 144
2023
Q2 		$3.53M Buy
49,304
+1,431
+3% +$97.8K 0.23% 122
2023
Q1 		$3.28M Sell
47,873
-2,834
-6% -$194K 0.24% 114
2022
Q4 		$3.31M Sell
50,707
-222
-0.4% -$14.6K 0.24% 106
2022
Q3 		$3.07M Buy
50,929
+406
+0.8% +$26.8K 0.25% 106
2022
Q2 		$3.08M Buy
50,523
+4,966
+11% +$334K 0.26% 103
2022
Q1 		$3.38M Buy
45,557
+5,625
+14% +$416K 0.93% 27
2021
Q4 		$3.26M Sell
39,932
-495
-1% -$39.7K 0.9% 27
2021
Q3 		$3.06M Buy
40,427
+2,354
+6% +$183K 1% 25
2021
Q2 		$2.95M Sell
38,073
-224
-0.6% -$17.2K 0.95% 26
2021
Q1 		$2.88M Buy
38,297
+2,905
+8% +$215K 1.18% 20
2020
Q4 		$2.45M Sell
35,392
-2,270
-6% -$145K 0.47% 51
2020
Q3 		$2.16M Buy
37,662
+1,228
+3% +$70K 0.46% 63
2020
Q2 		$1.96M Sell
36,434
-2,679
-7% -$133K 2.78% 7
2020
Q1 		$1.67M Sell
39,113
-2,448
-6% -$129K 3.91% 7
2019
Q4 		$2.37M Buy
+41,561
New +$2.29M 2.6% 7
2018
Q4 		$1.06M Buy
+23,099
New +$1.16M 1.03% 11

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 22.9% 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

Cary Street Partners Investment Advisory's MDYG Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 4.8% in Q2 2026, selling an estimated $83.4K and leaving 15,734 shares worth $1.76M. The position accounts for 0.36% of the portfolio, ranked #67.

Cary Street Partners Investment Advisory first reported a position in MDYG in Q4 2018 and has held it in 28 quarters since. The position peaked at $4.49M in Q3 2024. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Cary Street Partners Investment Advisory held 15,734 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.76M as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 787 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $83.4K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.36% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #67 holding.
  • Cary Street Partners Investment Advisory first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2018 and has held it in 28 quarters since.
  • Cary Street Partners Investment Advisory's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $4.49M in Q3 2024.
  • 423 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.