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

United 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 		$909K Hold
8,117
– – 0.01% 837
2026
Q1 		$779K Sell
8,117
-1,029
-11% -$101K ﹤0.01% 865
2025
Q4 		$845K Buy
+9,146
New +$840K 0.01% 796
2023
Q4 		– Sell
-5,450
Closed -$377K – 1100
2023
Q3 		$377K Buy
5,450
+268
+5% +$19.3K ﹤0.01% 693
2023
Q2 		$371K Sell
5,182
-38
-0.7% -$2.6K ﹤0.01% 732
2023
Q1 		$357K Sell
5,220
-471
-8% -$32.2K ﹤0.01% 784
2022
Q4 		$372K Sell
5,691
-800
-12% -$52.6K ﹤0.01% 818
2022
Q3 		$392K Sell
6,491
-3,055
-32% -$202K ﹤0.01% 824
2022
Q2 		$582K Buy
9,546
+3,780
+66% +$254K ﹤0.01% 760
2022
Q1 		$428K Sell
5,766
-462
-7% -$34.2K ﹤0.01% 884
2021
Q4 		$508K Buy
6,228
+302
+5% +$24.2K ﹤0.01% 853
2021
Q3 		$448K Sell
5,926
-550
-8% -$42.8K ﹤0.01% 887
2021
Q2 		$502K Buy
6,476
+850
+15% +$65.4K ﹤0.01% 859
2021
Q1 		$423K Sell
5,626
-249
-4% -$18.4K ﹤0.01% 894
2020
Q4 		$407K Hold
5,875
– – ﹤0.01% 906
2020
Q3 		$337K Buy
5,875
+170
+3% +$9.7K ﹤0.01% 926
2020
Q2 		$307K Buy
+5,705
New +$284K ﹤0.01% 995
2020
Q1 		– Sell
-3,739
Closed -$213K – 1301
2019
Q4 		$213K Buy
+3,739
New +$206K ﹤0.01% 1262

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

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

United Capital Financial Advisors held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 8,117 shares worth $909K. The position accounts for 0.01% of the portfolio, ranked #837.

United Capital Financial Advisors first reported a position in MDYG in Q4 2019 and has held it in 18 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • United Capital Financial Advisors held 8,117 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $909K as of Q2 2026.
  • United Capital Financial Advisors left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #837 holding.
  • United Capital Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2019 and has held it in 18 quarters since.
  • 420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.