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

Choate Investment 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 		$204K Buy
+1,818
New +$193K ﹤0.01% 459
2025
Q3 		– Sell
-1,818
Closed -$158K – 466
2025
Q2 		$158K Buy
+1,818
New +$149K ﹤0.01% 409

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

Choate Investment Advisors's MDYG Position: Q2 2026 in Review

Choate Investment Advisors opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2026: 1,818 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #459 among its holdings. This is a return to the name: Choate Investment Advisors previously reported a position in MDYG as recently as Q2 2025.

Choate Investment Advisors first reported a position in MDYG in Q2 2025 and has held it in 2 quarters since. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Choate Investment Advisors held 1,818 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $204K as of Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF was a new Choate Investment Advisors position in Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #459 holding.
  • Choate Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • 423 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.