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

Trilogy Capital’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 		$1.37M Sell
12,229
-33
-0.3% -$3.5K 0.05% 179
2026
Q1 		$1.18M Sell
12,262
-848
-6% -$83.1K 0.05% 180
2025
Q4 		$1.21M Buy
13,110
+31
+0.2% +$2.85K 0.05% 172
2025
Q3 		$1.2M Buy
13,079
+593
+5% +$53.3K 0.06% 170
2025
Q2 		$1.08M Sell
12,486
-58
-0.5% -$4.74K 0.05% 173
2025
Q1 		$997K Sell
12,544
-65
-0.5% -$5.59K 0.05% 175
2024
Q4 		$1.1M Buy
12,609
+2
+0% +$180 0.06% 170
2024
Q3 		$1.11M Sell
12,607
-236
-2% -$20.1K 0.06% 171
2024
Q2 		$1.08M Buy
12,843
+369
+3% +$31.2K 0.06% 166
2024
Q1 		$1.09M Sell
12,474
-109
-0.9% -$8.69K 0.06% 150
2023
Q4 		$952K Sell
12,583
-1,415
-10% -$99.3K 0.06% 151
2023
Q3 		$968K Buy
13,998
+830
+6% +$59.8K 0.07% 135
2023
Q2 		$975K Sell
13,168
-465
-3% -$31.8K 0.06% 144
2023
Q1 		$933K Buy
13,633
+92
+0.7% +$6.28K 0.07% 128
2022
Q4 		$885K Sell
13,541
-282
-2% -$18.6K 0.06% 130
2022
Q3 		$834K Sell
13,823
-178
-1% -$11.8K 0.07% 107
2022
Q2 		$853K Sell
14,001
-2,446
-15% -$164K 0.07% 100
2022
Q1 		$1.22M Buy
16,447
+88
+0.5% +$6.51K 0.09% 100
2021
Q4 		$1.33M Buy
+16,359
New +$1.31M 0.1% 74
2021
Q2 		– Sell
-319,366
Closed -$24M – 177
2021
Q1 		$24M Buy
+319,366
New +$23.6M 1.83% 17

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

Trilogy Capital's MDYG Position: Q2 2026 in Review

Trilogy Capital reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.27% in Q2 2026, selling an estimated $3.5K and leaving 12,229 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #179.

Trilogy Capital first reported a position in MDYG in Q1 2021 and has held it in 20 quarters since. The position peaked at $24M in Q1 2021. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Trilogy Capital held 12,229 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.37M as of Q2 2026.
  • Trilogy Capital sold 33 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $3.5K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.05% of Trilogy Capital's portfolio in Q2 2026, its #179 holding.
  • Trilogy Capital first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2021 and has held it in 20 quarters since.
  • Trilogy Capital's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $24M in Q1 2021.
  • 420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.