Kwb Wealth Spdr S&P 400 Mid Cap Growth Et Transaction History

Kwb Wealth

$789 Million
Q4 2024

A detailed history of Kwb Wealth transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Kwb Wealth holds 166,758 shares of MDYG stock, worth $15.4 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares

166,758

Previous 170,881 2.41%

Holding current value

$15.4 Million

Previous $15 Million 3.36%

% of portfolio

1.84%

Previous 1.86%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$86.65 - $94.9 $357,257 - $391,272	-4,123 Reduced 2.41%	166,758 $14.5 Million
Q3 2024 Oct 07, 2024	BUY	$81.1 - $89.18 $383,440 - $421,643	4,728 Added 2.85%	170,881 $15 Million
Q2 2024 Jul 23, 2024	SELL	$81.04 - $87.08 $322,052 - $346,055	-3,974 Reduced 2.34%	166,153 $14 Million
Q1 2024 Apr 19, 2024	SELL	$73.37 - $87.29 $500,530 - $595,492	-6,822 Reduced 3.86%	170,127 $14.9 Million
Q4 2023 Jan 10, 2024	BUY	$64.85 - $76.49 $3.06 Million - $3.61 Million	47,136 Added 36.31%	176,949 $13.4 Million
Q3 2023 Oct 10, 2023	SELL	$68.34 - $74.46 $99,024 - $107,892	-1,449 Reduced 1.1%	129,813 $8.98 Million
Q2 2023 Jul 24, 2023	BUY	$66.14 - $71.65 $193,790 - $209,934	2,930 Added 2.28%	131,262 $9.4 Million
Q1 2023 Apr 07, 2023	BUY	$64.78 - $71.55 $106,757 - $117,914	1,648 Added 1.3%	128,332 $8.78 Million
Q4 2022 Feb 09, 2023	SELL	$61.13 - $69.88 $104,654 - $119,634	-1,712 Reduced 1.33%	126,684 $8.28 Million
Q3 2022 Nov 10, 2022	SELL	$59.74 - $72.48 $3.15 Million - $3.82 Million	-52,654 Reduced 29.08%	128,396 $7.75 Million
Q2 2022 Aug 10, 2022	BUY	$59.32 - $74.72 $160,282 - $201,893	2,702 Added 1.52%	181,050 $11 Million
Q1 2022 May 10, 2022	SELL	$69.3 - $81.58 $38,877 - $45,766	-561 Reduced 0.31%	178,348 $14.5 Million
Q4 2021 Feb 02, 2022	BUY	$75.58 - $84.0 $239,135 - $265,776	3,164 Added 1.8%	178,909 $14.6 Million
Q3 2021 Nov 12, 2021	BUY	$74.54 - $80.19 $787,813 - $847,528	10,569 Added 6.4%	175,745 $13.3 Million
Q2 2021 Aug 10, 2021	SELL	$73.83 - $79.88 $67,554 - $73,090	-915 Reduced 0.55%	165,176 $12.4 Million
Q1 2021 May 10, 2021	BUY	$68.34 - $76.88 $777,162 - $874,279	11,372 Added 7.35%	166,091 $12.5 Million
Q4 2020 Feb 10, 2021	BUY	$58.06 - $69.83 $8.98 Million - $10.8 Million	154,719 New	154,719 $10.7 Million

Others Institutions Holding MDYG

# of Institutions

393

Shares Held

23.7M

Call Options Held

Put Options Held

View Full List

About SPDR S&P 400 MID CAP GROWTH ET

Ticker MDYG
Sector ETFs
Industry ETFs

More about MDYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kwb Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Kwb Wealth with notifications on news.

Account