Kestra Advisory Services’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Kestra Advisory Services’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	$1.22M	Buy	10,906 +290	+3%	+$30.7K	﹤0.01%	1683
2026 Q1	$1.02M	Buy	10,616 +385	+4%	+$37.7K	﹤0.01%	1718
2025 Q4	$946K	Buy	10,231 +1,111	+12%	+$102K	﹤0.01%	1696
2025 Q3	$835K	Sell	9,120 -147	-2%	-$13.2K	﹤0.01%	1707
2025 Q2	$805K	Sell	9,267 -4,469	-33%	-$365K	﹤0.01%	1630
2025 Q1	$1.09M	Buy	13,736 +2,187	+19%	+$188K	0.01%	1350
2024 Q4	$1M	Sell	11,549 -4,232	-27%	-$381K	0.01%	1420
2024 Q3	$1.38M	Buy	15,781 +925	+6%	+$79K	0.01%	1148
2024 Q2	$1.25M	Sell	14,856 -972	-6%	-$82.1K	0.01%	1197
2024 Q1	$1.38M	Buy	15,828 +2,614	+20%	+$208K	0.01%	1044
2023 Q4	$1,000K	Sell	13,214 -216	-2%	-$15.2K	0.01%	1115
2023 Q3	$929K	Buy	13,430 +1,459	+12%	+$105K	0.01%	1032
2023 Q2	$858K	Sell	11,971 -550	-4%	-$37.6K	0.01%	1054
2023 Q1	$857K	Sell	12,521 -14,695	-54%	-$1M	0.01%	1016
2022 Q4	$1.78M	Buy	27,216 +20,315	+294%	+$1.34M	0.02%	800
2022 Q3	$416K	Buy	6,901 +1,583	+30%	+$105K	﹤0.01%	1414
2022 Q2	$324K	Sell	5,318 -11,298	-68%	-$760K	﹤0.01%	1572
2022 Q1	$1.23M	Sell	16,616 -6,322	-28%	-$468K	0.01%	864
2021 Q4	$1.87M	Sell	22,938 -2,697	-11%	-$216K	0.02%	711
2021 Q3	$1.94M	Buy	25,635 +12,804	+100%	+$996K	0.02%	729
2021 Q2	$995K	Buy	12,831 +31	+0.2%	+$2.39K	0.01%	945
2021 Q1	$961K	Buy	12,800 +2,754	+27%	+$203K	0.01%	887
2020 Q4	$695K	Buy	10,046 +9,972	+13,476%	+$638K	0.01%	1041
2020 Q3	$267K	Buy	+74	New	+$4.22K	0.01%	1161

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

Kestra Advisory Services's MDYG Position: Q2 2026 in Review

Kestra Advisory Services increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 2.7% in Q2 2026, buying an estimated $30.7K and bringing the position to 10,906 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Kestra Advisory Services first reported a position in MDYG in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.94M in Q3 2021. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Kestra Advisory Services held 10,906 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.22M as of Q2 2026.
Kestra Advisory Services bought 290 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $30.7K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1683 holding.
Kestra Advisory Services first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.94M in Q3 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 Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.