KW
MDYG icon

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

MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return