Balanced Wealth Group LLC Spdr S&P 400 Mid Cap Growth Et Transaction History

Balanced Wealth Group LLC

$273 Billion
Q4 2025

A detailed history of Balanced Wealth Group LLC transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Balanced Wealth Group LLC holds 140,134 shares of MDYG stock, worth $12.6 Million. This represents 4.7% of its overall portfolio holdings.

Number of Shares

140,134

Previous 134,810 3.95%

Holding current value

$12.6 Million

Previous $11.8 Billion 9.06%

% of portfolio

4.7%

Previous 5.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$88.9 - $93.29 $473,303 - $496,675	5,324 Added 3.95%	140,134 $12.9 Billion
Q3 2025 Oct 27, 2025	SELL	$87.07 - $93.06 $86,373 - $92,315	-992 Reduced 0.73%	134,810 $11.8 Billion
Q2 2025 Aug 13, 2025	BUY	$70.44 - $86.87 $1.14 Million - $1.4 Million	16,123 Added 13.47%	135,802 $12.1 Billion
Q1 2025 Apr 15, 2025	SELL	$77.91 - $92.26 $280,476 - $332,136	-3,600 Reduced 2.92%	119,679 $9.51 Billion
Q4 2024 Feb 10, 2025	BUY	$86.65 - $94.9 $753,335 - $825,060	8,694 Added 7.59%	123,279 $11 Billion

Q3 2024 Oct 28, 2024	SELL	$81.1 - $89.18 $9.12 Million - $10 Million	-112,514 Reduced 49.54%	114,585 $9.97 Billion
Q2 2024 Aug 13, 2024	BUY	$81.04 - $87.08 $1.05 Million - $1.13 Million	12,984 Added 6.06%	227,099 $8.89 Billion
Q1 2024 May 13, 2024	BUY	$73.37 - $87.29 $13 Million - $15.5 Million	177,178 Added 479.68%	214,115 $8.07 Billion
Q4 2023 Feb 06, 2024	BUY	$64.85 - $76.49 $2.4 Million - $2.83 Million	36,937 New	36,937 $2.8 Billion

Others Institutions Holding MDYG

# of Institutions

435

Shares Held

20.3M

Call Options Held

Put Options Held

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About SPDR S&P 400 MID CAP GROWTH ET

Ticker MDYG
Sector ETFs
Industry ETFs

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Balanced Wealth Group LLC Spdr S&P 400 Mid Cap Growth Et Transaction History