KMWM
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Keudell/Morrison Wealth Management’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio MDYG Stock Details MDYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$247K Sell
2,841
-668
-19% -$58K 0.05% 194
2025
Q1 		$279K Buy
3,509
+773
+28% +$61.4K 0.07% 166
2024
Q4 		$238K Buy
+2,736
New +$238K 0.06% 184