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Lee-Kelleher Wealth Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Lee-Kelleher Wealth Management’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 		$234K Hold
2,092
– – 0.12% 42
2026
Q1 		$201K Buy
+2,092
New +$205K 0.12% 41

Other funds holding MDYG

GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Lee-Kelleher Wealth Management's MDYG Position: Q2 2026 in Review

Lee-Kelleher Wealth Management held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 2,092 shares worth $234K. The position accounts for 0.12% of the portfolio, ranked #42.

Lee-Kelleher Wealth Management first reported a position in MDYG in Q1 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Lee-Kelleher Wealth Management held 2,092 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $234K as of Q2 2026.
  • Lee-Kelleher Wealth Management left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.12% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Lee-Kelleher Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.