Shakespeare Wealth Management, Inc. Spdr S&P 400 Mid Cap Growth Et Transaction History
Shakespeare Wealth Management, Inc.
- $434 Million
- Q3 2025
A detailed history of Shakespeare Wealth Management, Inc. transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 207,851 shares of MDYG stock, worth $18.7 Million. This represents 4.38% of its overall portfolio holdings.
Number of Shares
207,851
Previous 203,991
1.89%
Holding current value
$18.7 Million
Previous $17.7 Million
7.39%
% of portfolio
4.38%
Previous 4.78%
Shares
32 transactions
Others Institutions Holding MDYG
# of Institutions
435Shares Held
20.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.78MShares$160 Million0.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.35MShares$121 Million0.24% of portfolio
-
Ae Wealth Management LLC1.08MShares$97.7 Million0.66% of portfolio
-
North Rock Partners, LLC1.06MShares$95.3 Million1.94% of portfolio
-
Stifel Financial Corp St. Louis, MO719KShares$64.8 Million0.06% of portfolio