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

CX Institutional’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	–	Sell	-536	Closed	-$51K	–	1618
2026 Q1	$51K	Buy	536 +1	+0.2%	+$98	﹤0.01%	970
2025 Q4	$49K	Sell	535 -138	-21%	-$12.7K	﹤0.01%	970
2025 Q3	$62K	Sell	673 -23	-3%	-$2.07K	﹤0.01%	904
2025 Q2	$60K	Hold	696	–	–	﹤0.01%	832
2025 Q1	$55K	Buy	+696	New	+$59.9K	﹤0.01%	822
2022 Q3	–	Sell	-1,464	Closed	-$89K	–	871
2022 Q2	$89K	Buy	+1,464	New	+$98.5K	0.01%	566
2021 Q4	–	Sell	-85,110	Closed	-$6.44M	–	694
2021 Q3	$6.44M	Sell	85,110 -3,809	-4%	-$296K	0.53%	48
2021 Q2	$6.89M	Buy	88,919 +66,857	+303%	+$5.15M	0.57%	45
2021 Q1	$1.66M	Buy	22,062 +20,670	+1,485%	+$1.53M	0.15%	170
2020 Q4	$97K	Hold	1,392	–	–	0.01%	365
2020 Q3	$80K	Hold	1,392	–	–	0.01%	334
2020 Q2	$75K	Hold	1,392	–	–	0.01%	312
2020 Q1	$60K	Hold	1,392	–	–	0.01%	303
2019 Q4	$79K	Hold	1,392	–	–	0.01%	247
2019 Q3	$75K	Hold	1,392	–	–	0.01%	267
2019 Q2	$76K	Hold	1,392	–	–	0.01%	294
2019 Q1	$73K	Hold	1,392	–	–	0.01%	301
2018 Q4	$64K	Buy	+1,392	New	+$70K	0.01%	243

Other funds holding MDYG

GIA

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

CX Institutional's MDYG Position: Q2 2026 in Review

CX Institutional sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2026, closing a stake of 536 shares — an estimated $51K sold.

CX Institutional first reported a position in MDYG in Q4 2018 and held it in 18 quarters. The position peaked at $6.89M in Q2 2021. 71 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

CX Institutional reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
CX Institutional sold 536 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $51K.
CX Institutional first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2018 and held it in 18 quarters.
CX Institutional's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $6.89M in Q2 2021.
71 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.