Kingswood Wealth Advisors, LLC Spdr S&P 400 Mid Cap Growth Et Transaction History

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 32,214 shares of MDYG stock, worth $2.55 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

32,214

Previous 31,601 1.94%

Holding current value

$2.55 Million

Previous $2.75 Billion 6.78%

% of portfolio

0.1%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$77.91 - $92.26 $47,758 - $56,555	613 Added 1.94%	32,214 $2.56 Billion
Q4 2024 Jan 22, 2025	BUY	$86.65 - $94.9 $2.53 Million - $2.77 Million	29,170 Added 1199.92%	31,601 $2.75 Billion
Q3 2024 Oct 21, 2024	BUY	$81.1 - $89.18 $1,540 - $1,694	19 Added 0.79%	2,431 $213 Million
Q2 2024 Jul 09, 2024	SELL	$81.04 - $87.08 $6,645 - $7,140	-82 Reduced 3.29%	2,412 $203 Million
Q1 2024 Apr 15, 2024	SELL	$73.37 - $87.29 $96,408 - $114,699	-1,314 Reduced 34.51%	2,494 $218 Million
Q4 2023 Jan 16, 2024	SELL	$64.85 - $76.49 $49,999 - $58,973	-771 Reduced 16.84%	3,808 $288 Million
Q3 2023 Oct 23, 2023	BUY	$68.34 - $74.46 $312,928 - $340,952	4,579 New	4,579 $317 Million

Others Institutions Holding MDYG

# of Institutions

414

Shares Held

25.3M

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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Kingswood Wealth Advisors, LLC Spdr S&P 400 Mid Cap Growth Et Transaction History