KWA
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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
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 $376B 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