Ae Wealth Management LLC Spdr S&P 400 Mid Cap Growth Et Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Ae Wealth Management LLC holds 731,438 shares of MDYG stock, worth $61.9 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

731,438

Previous 645,967 13.23%

Holding current value

$61.9 Million

Previous $56.1 Million 3.55%

% of portfolio

0.56%

Previous 0.54%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$77.91 - $92.26 $6.66 Million - $7.89 Million	85,471 Added 13.23%	731,438 $58.1 Million
Q4 2024 Feb 13, 2025	BUY	$86.65 - $94.9 $7.94 Million - $8.69 Million	91,597 Added 16.52%	645,967 $56.1 Million
Q3 2024 Nov 14, 2024	SELL	$81.1 - $89.18 $15.5 Million - $17 Million	-190,620 Reduced 25.59%	554,370 $48.6 Million
Q2 2024 Aug 12, 2024	BUY	$81.04 - $87.08 $6.57 Million - $7.06 Million	81,121 Added 12.22%	744,990 $62.6 Million
Q1 2024 May 15, 2024	BUY	$73.37 - $87.29 $2.49 Million - $2.96 Million	33,957 Added 5.39%	663,869 $57.9 Million
Q4 2023 Feb 14, 2024	BUY	$64.85 - $76.49 $5.38 Million - $6.35 Million	83,002 Added 15.18%	629,912 $47.7 Million
Q3 2023 Oct 11, 2023	BUY	$68.34 - $74.46 $3.36 Million - $3.66 Million	49,204 Added 9.89%	546,910 $37.8 Million
Q2 2023 Jul 10, 2023	BUY	$66.14 - $71.65 $1.65 Million - $1.79 Million	25,015 Added 5.29%	497,706 $35.7 Million
Q1 2023 Apr 14, 2023	SELL	$64.78 - $71.55 $2.03 Million - $2.24 Million	-31,371 Reduced 6.22%	472,691 $32.4 Million
Q4 2022 Jan 31, 2023	BUY	$61.13 - $69.88 $1.22 Million - $1.4 Million	19,965 Added 4.12%	504,062 $32.9 Million
Q3 2022 Oct 25, 2022	BUY	$59.74 - $72.48 $4.58 Million - $5.56 Million	76,673 Added 18.82%	484,097 $29.2 Million
Q2 2022 Aug 03, 2022	BUY	$59.32 - $74.72 $2.97 Million - $3.74 Million	50,082 Added 14.02%	407,424 $24.8 Million
Q1 2022 Apr 18, 2022	BUY	$69.3 - $81.58 $2.98 Million - $3.51 Million	42,989 Added 13.68%	357,342 $26.5 Million
Q4 2021 Jan 20, 2022	BUY	$75.58 - $84.0 $4.22 Million - $4.7 Million	55,899 Added 21.63%	314,353 $25.6 Million
Q3 2021 Nov 01, 2021	BUY	$74.54 - $80.19 $2.05 Million - $2.21 Million	27,521 Added 11.92%	258,454 $19.6 Million
Q2 2021 Jul 21, 2021	BUY	$73.83 - $79.88 $114,288 - $123,654	1,548 Added 0.67%	230,933 $17.9 Million
Q1 2021 Apr 27, 2021	SELL	$68.34 - $76.88 $1.4 Million - $1.58 Million	-20,526 Reduced 8.21%	229,385 $17.2 Million
Q4 2020 Feb 01, 2021	BUY	$58.06 - $69.83 $4.29 Million - $5.16 Million	73,872 Added 41.96%	249,911 $17.3 Million
Q3 2020 Nov 06, 2020	SELL	$53.09 - $60.07 $470,111 - $531,919	-8,855 Reduced 4.79%	176,039 $10.1 Million
Q2 2020 Aug 05, 2020	BUY	$39.86 - $56.97 $3.34 Million - $4.78 Million	83,882 Added 83.04%	184,894 $9.95 Million
Q1 2020 May 07, 2020	BUY	$35.95 - $59.38 $2.21 Million - $3.65 Million	61,481 Added 155.53%	101,012 $4.33 Million
Q4 2019 Jan 15, 2020	SELL	$51.98 - $57.24 $2.93 Million - $3.22 Million	-56,315 Reduced 58.76%	39,531 $2.26 Million
Q3 2019 Nov 05, 2019	BUY	$53.33 - $54.71 $1.13 Million - $1.16 Million	21,197 Added 28.4%	95,846 $5.15 Million
Q2 2019 Jul 22, 2019	BUY	N/A	4,421 Added 6.3%	74,649 $4.05 Million
Q1 2019 May 14, 2019	BUY	N/A	70,228 New	70,228 $3.69 Million

Others Institutions Holding MDYG

# of Institutions

417

Shares Held

25.2M

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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account

Ae Wealth Management LLC Spdr S&P 400 Mid Cap Growth Et Transaction History