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

KWB Wealth’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	$366K	Sell	3,267 -139	-4%	-$14.7K	0.03%	128
2026 Q1	$315K	Hold	3,406	–	–	0.03%	128
2025 Q4	$315K	Sell	3,406 -452	-12%	-$41.5K	0.03%	138
2025 Q3	$335K	Sell	3,858 -147,927	-97%	-$13.3M	0.04%	109
2025 Q2	$12.1M	Sell	151,785 -6,786	-4%	-$555K	1.47%	15
2025 Q1	$13.8M	Sell	158,571 -8,187	-5%	-$704K	1.66%	15
2024 Q4	$14.6M	Sell	166,758 -4,123	-2%	-$371K	1.81%	15
2024 Q3	$14.4M	Buy	170,881 +4,728	+3%	+$404K	1.87%	13
2024 Q2	$14.5M	Sell	166,153 -3,974	-2%	-$336K	2%	11
2024 Q1	$14.9M	Sell	170,127 -6,822	-4%	-$544K	2%	11
2023 Q4	$13.4M	Buy	176,949 +47,136	+36%	+$3.31M	1.93%	12
2023 Q3	$9.3M	Sell	129,813 -1,449	-1%	-$104K	1.49%	15
2023 Q2	$9.4M	Buy	131,262 +2,930	+2%	+$200K	1.49%	15
2023 Q1	$8.39M	Buy	128,332 +1,648	+1%	+$113K	1.55%	14
2022 Q4	$8.28M	Sell	126,684 -1,712	-1%	-$113K	1.57%	14
2022 Q3	$7.75M	Sell	128,396 -52,654	-29%	-$3.48M	1.55%	14
2022 Q2	$11M	Buy	181,050 +2,702	+2%	+$182K	2.13%	14
2022 Q1	$14.5M	Sell	178,348 -561	-0.3%	-$41.5K	2.42%	14
2021 Q4	$14.6M	Buy	178,909 +3,164	+2%	+$254K	2.42%	14
2021 Q3	$13.3M	Buy	175,745 +10,569	+6%	+$822K	2.36%	13
2021 Q2	$12.4M	Sell	165,176 -915	-0.6%	-$70.4K	2.38%	13
2021 Q1	$12.5M	Buy	166,091 +11,372	+7%	+$840K	2.38%	13
2020 Q4	$10.7M	Buy	+154,719	New	+$9.9M	2.23%	15

Other funds holding MDYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

KWB Wealth's MDYG Position: Q2 2026 in Review

KWB Wealth reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 4.1% in Q2 2026, selling an estimated $14.7K and leaving 3,267 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #128.

KWB Wealth first reported a position in MDYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $14.9M in Q1 2024. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

KWB Wealth held 3,267 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $366K as of Q2 2026.
KWB Wealth sold 139 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $14.7K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.03% of KWB Wealth's portfolio in Q2 2026, its #128 holding.
KWB Wealth 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.
KWB Wealth's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $14.9M in Q1 2024.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.