Kwb Wealth Spdr S&P 400 Mid Cap Growth Et Transaction History

Kwb Wealth

$785 Million
Q1 2025

A detailed history of Kwb Wealth transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Kwb Wealth holds 158,571 shares of MDYG stock, worth $13.9 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

158,571

Previous 166,758 4.91%

Holding current value

$13.9 Million

Previous $14.5 Million 13.12%

% of portfolio

1.6%

Previous 1.84%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$77.91 - $92.26 $637,849 - $755,332	-8,187 Reduced 4.91%	158,571 $12.6 Million
Q4 2024 Jan 13, 2025	SELL	$86.65 - $94.9 $357,257 - $391,272	-4,123 Reduced 2.41%	166,758 $14.5 Million
Q3 2024 Oct 07, 2024	BUY	$81.1 - $89.18 $383,440 - $421,643	4,728 Added 2.85%	170,881 $15 Million
Q2 2024 Jul 23, 2024	SELL	$81.04 - $87.08 $322,052 - $346,055	-3,974 Reduced 2.34%	166,153 $14 Million
Q1 2024 Apr 19, 2024	SELL	$73.37 - $87.29 $500,530 - $595,492	-6,822 Reduced 3.86%	170,127 $14.9 Million
Q4 2023 Jan 10, 2024	BUY	$64.85 - $76.49 $3.06 Million - $3.61 Million	47,136 Added 36.31%	176,949 $13.4 Million
Q3 2023 Oct 10, 2023	SELL	$68.34 - $74.46 $99,024 - $107,892	-1,449 Reduced 1.1%	129,813 $8.98 Million
Q2 2023 Jul 24, 2023	BUY	$66.14 - $71.65 $193,790 - $209,934	2,930 Added 2.28%	131,262 $9.4 Million
Q1 2023 Apr 07, 2023	BUY	$64.78 - $71.55 $106,757 - $117,914	1,648 Added 1.3%	128,332 $8.78 Million
Q4 2022 Feb 09, 2023	SELL	$61.13 - $69.88 $104,654 - $119,634	-1,712 Reduced 1.33%	126,684 $8.28 Million
Q3 2022 Nov 10, 2022	SELL	$59.74 - $72.48 $3.15 Million - $3.82 Million	-52,654 Reduced 29.08%	128,396 $7.75 Million
Q2 2022 Aug 10, 2022	BUY	$59.32 - $74.72 $160,282 - $201,893	2,702 Added 1.52%	181,050 $11 Million
Q1 2022 May 10, 2022	SELL	$69.3 - $81.58 $38,877 - $45,766	-561 Reduced 0.31%	178,348 $14.5 Million
Q4 2021 Feb 02, 2022	BUY	$75.58 - $84.0 $239,135 - $265,776	3,164 Added 1.8%	178,909 $14.6 Million
Q3 2021 Nov 12, 2021	BUY	$74.54 - $80.19 $787,813 - $847,528	10,569 Added 6.4%	175,745 $13.3 Million
Q2 2021 Aug 10, 2021	SELL	$73.83 - $79.88 $67,554 - $73,090	-915 Reduced 0.55%	165,176 $12.4 Million
Q1 2021 May 10, 2021	BUY	$68.34 - $76.88 $777,162 - $874,279	11,372 Added 7.35%	166,091 $12.5 Million
Q4 2020 Feb 10, 2021	BUY	$58.06 - $69.83 $8.98 Million - $10.8 Million	154,719 New	154,719 $10.7 Million

Others Institutions Holding MDYG

# of Institutions

418

Shares Held

25M

Call Options Held

Put Options Held

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About SPDR S&P 400 MID CAP GROWTH ET

Ticker MDYG
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