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Kinetic Wealth Investment Advisors LLC’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Kinetic Wealth Investment Advisors LLC’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 		$958K Buy
+8,544
New +$905K 0.45% 28

Other funds holding MDYG

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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
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CF
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

Kinetic Wealth Investment Advisors LLC's MDYG Position: Q2 2026 in Review

Kinetic Wealth Investment Advisors LLC opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2026: 8,544 shares worth $958K. The stake represents 0.45% of the portfolio and ranks #28 among its holdings.

421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Kinetic Wealth Investment Advisors LLC held 8,544 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $958K as of Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF was a new Kinetic Wealth Investment Advisors LLC position in Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.45% of Kinetic Wealth Investment Advisors LLC's portfolio in Q2 2026, its #28 holding.
  • 421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Kinetic Wealth Investment Advisors LLC's 13F filing for Q2 2026, filed 2 Sep 2026.