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

Cary Street Partners’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	$2.34M	Sell	20,916 -672	-3%	-$71.2K	0.05%	334
2026 Q1	$2.07M	Sell	21,588 -1,795	-8%	-$176K	0.05%	322
2025 Q4	$2.16M	Sell	23,383 -4,897	-17%	-$450K	0.05%	315
2025 Q3	$2.59M	Sell	28,280 -330	-1%	-$29.7K	0.07%	286
2025 Q2	$2.49M	Sell	28,610 -130,810	-82%	-$10.7M	0.07%	281
2025 Q1	$12.7M	Sell	159,420 -2,587	-2%	-$223K	0.4%	64
2024 Q4	$14.1M	Buy	+162,007	New	+$14.6M	0.46%	57

Other funds holding MDYG

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

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

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

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 St Petersburg, Florida $369B AUM 28.27% 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

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

Cary Street Partners reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 3.1% in Q2 2026, selling an estimated $71.2K and leaving 20,916 shares worth $2.34M. The position accounts for 0.05% of the portfolio, ranked #334.

Cary Street Partners first reported a position in MDYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.1M in Q4 2024. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Cary Street Partners held 20,916 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $2.34M as of Q2 2026.
Cary Street Partners sold 672 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $71.2K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.05% of Cary Street Partners's portfolio in Q2 2026, its #334 holding.
Cary Street Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $14.1M in Q4 2024.
420 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's 13F filing for Q2 2026, filed 17 Jul 2026.