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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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. 310 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.
310 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.