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Kingsview Wealth Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Kingsview 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
Q1 		$2.75M Sell
28,614
-592
-2% -$58K 0.04% 447
2025
Q4 		$2.7M Sell
29,206
-11,212
-28% -$1.03M 0.04% 426
2025
Q3 		$3.7M Sell
40,418
-4,100
-9% -$369K 0.06% 329
2025
Q2 		$3.87M Buy
44,518
+279
+0.6% +$22.8K 0.07% 294
2025
Q1 		$3.52M Sell
44,239
-357
-0.8% -$30.7K 0.07% 272
2024
Q4 		$3.87M Sell
44,596
-52
-0.1% -$4.68K 0.08% 247
2024
Q3 		$3.92M Buy
44,648
+6,385
+17% +$545K 0.08% 232
2024
Q2 		$3.22M Sell
38,263
-76
-0.2% -$6.42K 0.08% 239
2024
Q1 		$3.35M Sell
38,339
-137
-0.4% -$10.9K 0.08% 227
2023
Q4 		$2.91M Sell
38,476
-1,780
-4% -$125K 0.09% 211
2023
Q3 		$2.78M Sell
40,256
-42,354
-51% -$3.05M 0.1% 218
2023
Q2 		$5.92M Sell
82,610
-1,583
-2% -$108K 0.23% 96
2023
Q1 		$5.76M Sell
84,193
-6,087
-7% -$416K 0.24% 92
2022
Q4 		$5.9M Sell
90,280
-121
-0.1% -$7.96K 0.26% 97
2022
Q3 		$5.46M Sell
90,401
-8,124
-8% -$536K 0.26% 92
2022
Q2 		$6.01M Buy
98,525
+1,653
+2% +$111K 0.29% 85
2022
Q1 		$7.19M Sell
96,872
-3,562
-4% -$264K 0.32% 73
2021
Q4 		$8.19M Buy
100,434
+3,787
+4% +$304K 0.34% 63
2021
Q3 		$7.31M Sell
96,647
-696
-0.7% -$54.1K 0.35% 61
2021
Q2 		$7.6M Buy
97,343
+5,786
+6% +$445K 0.38% 51
2021
Q1 		$6.98M Buy
91,557
+1,303
+1% +$96.2K 0.4% 55
2020
Q4 		$6.26M Sell
90,254
-2,344
-3% -$150K 0.45% 43
2020
Q3 		$5.31M Sell
92,598
-11,451
-11% -$653K 0.48% 47
2020
Q2 		$5.6M Buy
104,049
+7,266
+8% +$362K 0.56% 36
2020
Q1 		$4.14M Buy
96,783
+13,431
+16% +$709K 0.56% 41
2019
Q4 		$4.76M Buy
83,352
+38,064
+84% +$2.09M 0.6% 42
2019
Q3 		$2.43M Buy
45,288
+23,644
+109% +$1.28M 0.38% 73
2019
Q2 		$1.18M Buy
21,644
+525
+2% +$27.9K 0.2% 136
2019
Q1 		$1.11M Buy
21,119
+3,632
+21% +$184K 0.17% 157
2018
Q4 		$802K Buy
17,487
+3,182
+22% +$160K 0.18% 158
2018
Q3 		$800K Buy
14,305
+7,031
+97% +$392K 0.16% 171
2018
Q2 		$393K Buy
7,274
+2,615
+56% +$140K 0.09% 229
2018
Q1 		$244K Buy
+4,659
New +$247K 0.06% 278

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Kingsview Wealth Management's MDYG Position: Q1 2026 in Review

Kingsview Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 2% in Q1 2026, selling an estimated $58K and leaving 28,614 shares worth $2.75M. The position accounts for 0.04% of the portfolio, ranked #447.

Kingsview Wealth Management first reported a position in MDYG in Q1 2018 and has held it in 33 quarters since. The position peaked at $8.19M in Q4 2021. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Kingsview Wealth Management held 28,614 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $2.75M as of Q1 2026.
  • Kingsview Wealth Management sold 592 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $58K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.04% of Kingsview Wealth Management's portfolio in Q1 2026, its #447 holding.
  • Kingsview Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2018 and has held it in 33 quarters since.
  • Kingsview Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $8.19M in Q4 2021.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.