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New England Capital Financial Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

New England Capital Financial 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 		$2.06M Buy
18,376
+297
+2% +$31.5K 0.49% 19
2026
Q1 		$1.73M Buy
18,079
+4,721
+35% +$463K 0.48% 19
2025
Q4 		$1.23M Buy
13,358
+762
+6% +$70K 0.48% 21
2025
Q3 		$1.15M Buy
12,596
+263
+2% +$23.6K 0.49% 19
2025
Q2 		$1.07M Buy
12,333
+809
+7% +$66.1K 0.49% 20
2025
Q1 		$916K Buy
11,524
+2,695
+31% +$232K 0.47% 20
2024
Q4 		$767K Buy
8,829
+806
+10% +$72.5K 0.37% 23
2024
Q3 		$704K Buy
8,023
+8
+0.1% +$683 0.37% 22
2024
Q2 		$674K Sell
8,015
-210
-3% -$17.7K 0.38% 21
2024
Q1 		$718K Buy
8,225
+541
+7% +$43.1K 0.4% 21
2023
Q4 		$581K Buy
7,684
+350
+5% +$24.6K 0.35% 23
2023
Q3 		$507K Buy
7,334
+568
+8% +$40.9K 0.35% 23
2023
Q2 		$485K Buy
6,766
+204
+3% +$13.9K 0.32% 26
2023
Q1 		$449K Buy
6,562
+128
+2% +$8.74K 0.32% 27
2022
Q4 		$436K Buy
+6,434
New +$423K 0.31% 31

Other funds holding MDYG

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

New England Capital Financial Advisors's MDYG Position: Q2 2026 in Review

New England Capital Financial Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 1.6% in Q2 2026, buying an estimated $31.5K and bringing the position to 18,376 shares worth $2.06M. The position accounts for 0.49% of the portfolio, ranked #19.

New England Capital Financial Advisors first reported a position in MDYG in Q4 2022 and has held it in 15 quarters since. 206 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • New England Capital Financial Advisors held 18,376 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $2.06M as of Q2 2026.
  • New England Capital Financial Advisors bought 297 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $31.5K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.49% of New England Capital Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • New England Capital Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 206 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.