KDK Private Wealth Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

KDK Private Wealth Management’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	$594K	Sell	5,296 -55	-1%	-$5.83K	0.49%	34
2026 Q1	$513K	Sell	5,351 -60	-1%	-$5.88K	0.47%	36
2025 Q4	$500K	Sell	5,411 -134	-2%	-$12.3K	0.44%	39
2025 Q3	$508K	Sell	5,545 -53	-0.9%	-$4.76K	0.51%	33
2025 Q2	$486K	Sell	5,598 -39	-0.7%	-$3.19K	0.52%	33
2025 Q1	$448K	Sell	5,637 -129	-2%	-$11.1K	0.51%	32
2024 Q4	$501K	Buy	+5,766	New	+$519K	0.52%	33

Other funds holding MDYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

KDK Private Wealth Management's MDYG Position: Q2 2026 in Review

KDK Private Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 1% in Q2 2026, selling an estimated $5.83K and leaving 5,296 shares worth $594K. The position accounts for 0.49% of the portfolio, ranked #34.

KDK Private Wealth Management first reported a position in MDYG in Q4 2024 and has held it in 7 quarters since. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

KDK Private Wealth Management held 5,296 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $594K as of Q2 2026.
KDK Private Wealth Management sold 55 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $5.83K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.49% of KDK Private Wealth Management's portfolio in Q2 2026, its #34 holding.
KDK Private Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on KDK Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.