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

Balanced Wealth Group LLC

$230 Billion
Q2 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 135,802 shares of MDYG stock, worth $11.9 Million. This represents 5.23% of its overall portfolio holdings.

Number of Shares

135,802

Previous 119,679 13.47%

Holding current value

$11.9 Million

Previous $9.51 Billion 26.74%

% of portfolio

5.23%

Previous 4.6%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

430

Shares Held

20.5M

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