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

Kingswood Wealth Advisors’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 		$4.37M Buy
38,983
+2,399
+7% +$254K 0.18% 134
2026
Q1 		$3.51M Buy
36,584
+3,046
+9% +$299K 0.17% 147
2025
Q4 		$3.1M Sell
33,538
-576
-2% -$52.9K 0.15% 152
2025
Q3 		$3.12M Buy
34,114
+199
+0.6% +$17.9K 0.19% 129
2025
Q2 		$2.95M Buy
33,915
+1,701
+5% +$139K 0.23% 100
2025
Q1 		$2.56M Buy
32,214
+613
+2% +$52.7K 0.23% 100
2024
Q4 		$2.75M Buy
31,601
+29,170
+1,200% +$2.62M 0.21% 109
2024
Q3 		$213K Buy
2,431
+19
+0.8% +$1.62K 0.02% 653
2024
Q2 		$203K Sell
2,412
-82
-3% -$6.93K 0.02% 631
2024
Q1 		$218K Sell
2,494
-1,314
-35% -$105K 0.03% 561
2023
Q4 		$288K Sell
3,808
-771
-17% -$54.1K 0.03% 486
2023
Q3 		$317K Buy
+4,579
New +$330K 0.05% 320

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

Kingswood Wealth Advisors's MDYG Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 6.6% in Q2 2026, buying an estimated $254K and bringing the position to 38,983 shares worth $4.37M. The position accounts for 0.18% of the portfolio, ranked #134.

Kingswood Wealth Advisors first reported a position in MDYG in Q3 2023 and has held it in 12 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Kingswood Wealth Advisors held 38,983 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $4.37M as of Q2 2026.
  • Kingswood Wealth Advisors bought 2,399 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $254K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.18% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #134 holding.
  • Kingswood Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.