Keudell/Morrison Wealth Management’s State Street 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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$355K	Hold	3,171	–	–	0.07%	176
2026 Q1	$304K	Hold	3,171	–	–	0.06%	186
2025 Q4	$293K	Buy	+3,171	New	+$291K	0.06%	181
2025 Q2	$247K	Sell	2,841 -668	-19%	-$54.6K	0.05%	194
2025 Q1	$279K	Buy	3,509 +773	+28%	+$66.5K	0.07%	166
2024 Q4	$238K	Buy	+2,736	New	+$246K	0.06%	184

Other funds holding MDYG

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

Keudell/Morrison Wealth Management's MDYG Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 3,171 shares worth $355K. The position accounts for 0.07% of the portfolio, ranked #176.

Keudell/Morrison Wealth Management first reported a position in MDYG in Q4 2024 and has held it in 6 quarters since. 69 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Keudell/Morrison Wealth Management held 3,171 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $355K as of Q2 2026.
Keudell/Morrison Wealth Management 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 0.07% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #176 holding.
Keudell/Morrison 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 6 quarters since.
69 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.