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

Key Financial Inc’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 		$1.47M Sell
13,098
-2,739
-17% -$290K 0.24% 80
2026
Q1 		$1.52M Sell
15,837
-1,631
-9% -$160K 0.27% 68
2025
Q4 		$1.61M Sell
17,468
-934
-5% -$85.8K 0.29% 61
2025
Q3 		$1.69M Sell
18,402
-56
-0.3% -$5.04K 0.31% 64
2025
Q2 		$1.6M Sell
18,458
-31
-0.2% -$2.53K 0.32% 59
2025
Q1 		$1.47M Sell
18,489
-67
-0.4% -$5.76K 0.32% 59
2024
Q4 		$1.61M Sell
18,556
-732
-4% -$65.8K 0.37% 55
2024
Q3 		$1.69M Sell
19,288
-416
-2% -$35.5K 0.37% 53
2024
Q2 		$1.66M Buy
19,704
+1,018
+5% +$86K 0.4% 50
2024
Q1 		$1.63M Sell
18,686
-201
-1% -$16K 0.42% 49
2023
Q4 		$1.43M Sell
18,887
-1,985
-10% -$139K 0.39% 53
2023
Q3 		$1.44M Sell
20,872
-307
-1% -$22.1K 0.49% 46
2023
Q2 		$1.52M Sell
21,179
-927
-4% -$63.3K 0.5% 44
2023
Q1 		$1.51M Sell
22,106
-9,513
-30% -$650K 0.55% 38
2022
Q4 		$1.91M Hold
31,619
– – 0.9% 23
2022
Q3 		$1.91M Buy
31,619
+8,567
+37% +$566K 0.9% 23
2022
Q2 		$1.42M Buy
23,052
+3,151
+16% +$212K 0.77% 26
2022
Q1 		$1.48M Buy
19,901
+1,954
+11% +$145K 0.73% 28
2021
Q4 		$1.46M Buy
17,947
+5,132
+40% +$411K 0.73% 28
2021
Q3 		$969K Buy
12,815
+1,297
+11% +$101K 0.55% 32
2021
Q2 		$901K Buy
11,518
+2,557
+29% +$197K 0.5% 36
2021
Q1 		$673K Buy
8,961
+7,885
+733% +$582K 0.44% 44
2020
Q4 		$75K Buy
+1,076
New +$68.9K 0.06% 211

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

Key Financial Inc's MDYG Position: Q2 2026 in Review

Key Financial Inc reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 17% in Q2 2026, selling an estimated $290K and leaving 13,098 shares worth $1.47M. The position accounts for 0.24% of the portfolio, ranked #80.

Key Financial Inc first reported a position in MDYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.91M in Q4 2022. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Key Financial Inc held 13,098 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.47M as of Q2 2026.
  • Key Financial Inc sold 2,739 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $290K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.24% of Key Financial Inc's portfolio in Q2 2026, its #80 holding.
  • Key Financial Inc first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Key Financial Inc's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.91M in Q4 2022.
  • 421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.