U.S. Capital Wealth Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

U.S. Capital Wealth 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 Q1	$2.62M	Buy	27,349 +5,224	+24%	+$512K	0.07%	281
2025 Q4	$2.05M	Sell	22,125 -4,918	-18%	-$452K	0.05%	334
2025 Q3	$2.48M	Sell	27,043 -3,817	-12%	-$343K	0.07%	283
2025 Q2	$2.68M	Buy	30,860 +6,470	+27%	+$529K	0.08%	244
2025 Q1	$1.94M	Buy	24,390 +8,686	+55%	+$747K	0.06%	293
2024 Q4	$1.36M	Buy	+15,704	New	+$1.41M	0.04%	375

Other funds holding MDYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

U.S. Capital Wealth Advisors's MDYG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 24% in Q1 2026, buying an estimated $512K and bringing the position to 27,349 shares worth $2.62M. The position accounts for 0.07% of the portfolio, ranked #281.

U.S. Capital Wealth Advisors first reported a position in MDYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.68M in Q2 2025. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

U.S. Capital Wealth Advisors held 27,349 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $2.62M as of Q1 2026.
U.S. Capital Wealth Advisors bought 5,224 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $512K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.07% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #281 holding.
U.S. Capital Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
U.S. Capital Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.68M in Q2 2025.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.