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Kerr Financial Planning’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Kerr Financial Planning’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 		$25.6K Sell
229
-113
-33% -$12K 0.03% 248
2026
Q1 		$34.1K Buy
342
+114
+50% +$11.2K 0.02% 215
2025
Q4 		$22K Hold
228
– – 0.03% 265
2025
Q3 		$20.5K Buy
+228
New +$20.5K 0.03% 266

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

Kerr Financial Planning's MDYG Position: Q2 2026 in Review

Kerr Financial Planning reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 33% in Q2 2026, selling an estimated $12K and leaving 229 shares worth $25.6K. The position accounts for 0.03% of the portfolio, ranked #248.

Kerr Financial Planning first reported a position in MDYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $34.1K in Q1 2026. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Kerr Financial Planning held 229 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $25.6K as of Q2 2026.
  • Kerr Financial Planning sold 113 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $12K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.03% of Kerr Financial Planning's portfolio in Q2 2026, its #248 holding.
  • Kerr Financial Planning first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $34.1K in Q1 2026.
  • 420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.