KAS
MDYG icon

KPP Advisory Services’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

KPP Advisory Services’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 		$855K Buy
8,910
+458
+5% +$44.9K 0.12% 151
2025
Q4 		$781K Buy
8,452
+678
+9% +$62.3K 0.11% 161
2025
Q3 		$712K Buy
7,774
+468
+6% +$42.1K 0.11% 165
2025
Q2 		$635K Buy
7,306
+81
+1% +$6.62K 0.1% 162
2025
Q1 		$574K Buy
7,225
+376
+5% +$32.3K 0.11% 157
2024
Q4 		$595K Buy
6,849
+94
+1% +$8.46K 0.14% 130
2024
Q3 		$593K Sell
6,755
-835
-11% -$71.3K 0.14% 124
2024
Q2 		$638K Sell
7,590
-61
-0.8% -$5.15K 0.17% 112
2024
Q1 		$668K Buy
+7,651
New +$610K 0.18% 104
2023
Q4 		– Sell
-7,369
Closed -$509K – 180
2023
Q3 		$509K Buy
+7,369
New +$531K 0.17% 106

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