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

Balanced Wealth Group LLC

  • $228 Billion
  • Q3 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 134,810 shares of MDYG stock, worth $12.1 Million. This represents 5.17% of its overall portfolio holdings.

Number of Shares
134,810
Previous 135,802 0.73%
Holding current value
$12.1 Million
Previous $12.1 Billion 2.24%
% of portfolio
5.17%
Previous 5.23%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
437
Shares Held
20.4M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP GROWTH ET

MDYG Quotes by TradingView
  • Ticker MDYG
  • Sector ETFs
  • Industry ETFs
More about MDYG
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