Shakespeare Wealth Management, Inc. Spdr S&P 400 Mid Cap Growth Et Transaction History

Shakespeare Wealth Management, Inc.

$371 Million
Q1 2025

A detailed history of Shakespeare Wealth Management, Inc. transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 198,593 shares of MDYG stock, worth $16.7 Million. This represents 4.25% of its overall portfolio holdings.

Number of Shares

198,593

Previous 187,121 6.13%

Holding current value

$16.7 Million

Previous $16.3 Million 2.94%

% of portfolio

4.25%

Previous 4.41%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$77.91 - $92.26 $893,783 - $1.06 Million	11,472 Added 6.13%	198,593 $15.8 Million
Q4 2024 Feb 13, 2025	SELL	$86.65 - $94.9 $55,889 - $61,210	-645 Reduced 0.34%	187,121 $16.3 Million
Q3 2024 Nov 14, 2024	BUY	$81.1 - $89.18 $1.3 Million - $1.42 Million	15,973 Added 9.3%	187,766 $16.5 Million
Q2 2024 Aug 13, 2024	BUY	$81.04 - $87.08 $1.56 Million - $1.67 Million	19,211 Added 12.59%	171,793 $14.4 Million
Q1 2024 May 13, 2024	SELL	$73.37 - $87.29 $352,542 - $419,428	-4,805 Reduced 3.05%	152,582 $13.3 Million
Q4 2023 Feb 13, 2024	BUY	$64.85 - $76.49 $245,068 - $289,055	3,779 Added 2.46%	157,387 $11.9 Million
Q3 2023 Nov 13, 2023	BUY	$68.34 - $74.46 $59,114 - $64,407	865 Added 0.57%	153,608 $10.6 Million
Q2 2023 Aug 11, 2023	BUY	$66.14 - $71.65 $303,582 - $328,873	4,590 Added 3.1%	152,743 $10.9 Million
Q1 2023 May 15, 2023	BUY	$64.78 - $71.55 $115,956 - $128,074	1,790 Added 1.22%	148,153 $10.1 Million
Q4 2022 Feb 13, 2023	BUY	$61.13 - $69.88 $444,537 - $508,167	7,272 Added 5.23%	146,363 $9.56 Million
Q3 2022 Nov 14, 2022	BUY	$59.74 - $72.48 $186,388 - $226,137	3,120 Added 2.29%	139,091 $8.39 Million
Q2 2022 Aug 09, 2022	BUY	$59.32 - $74.72 $573,980 - $722,990	9,676 Added 7.66%	135,971 $8.38 Million
Q1 2022 May 16, 2022	BUY	$69.3 - $81.58 $545,460 - $642,116	7,871 Added 6.65%	126,295 $9.44 Million
Q4 2021 Jan 10, 2022	BUY	$75.58 - $84.0 $384,928 - $427,812	5,093 Added 4.49%	118,424 $9.66 Million
Q3 2021 Nov 15, 2021	BUY	$74.54 - $80.19 $158,322 - $170,323	2,124 Added 1.91%	113,331 $8.67 Million
Q2 2021 Aug 09, 2021	BUY	$73.83 - $79.88 $195,649 - $211,682	2,650 Added 2.44%	111,207 $8.7 Million
Q1 2021 May 13, 2021	SELL	$68.34 - $76.88 $355,368 - $399,776	-5,200 Reduced 4.57%	108,557 $8.15 Million
Q4 2020 Feb 16, 2021	BUY	$58.06 - $69.83 $121,519 - $146,154	2,093 Added 1.87%	113,757 $7.89 Million
Q3 2020 Nov 12, 2020	BUY	$53.09 - $60.07 $221,969 - $251,152	4,181 Added 3.89%	111,664 $6.41 Million
Q2 2020 Aug 11, 2020	SELL	$39.86 - $56.97 $1.08 Million - $1.54 Million	-27,051 Reduced 20.11%	107,483 $5.78 Million
Q1 2020 Apr 01, 2020	BUY	$35.95 - $59.38 $2.01 Million - $3.32 Million	55,972 Added 71.25%	134,534 $5.76 Million
Q4 2019 Feb 10, 2020	BUY	$51.98 - $57.24 $227,932 - $250,997	4,385 Added 5.91%	78,562 $4.49 Million
Q3 2019 Nov 08, 2019	BUY	$53.33 - $54.71 $142,551 - $146,239	2,673 Added 3.74%	74,177 $3.99 Million
Q2 2019 Aug 12, 2019	BUY	N/A	4,552 Added 6.8%	71,504 $3.88 Million
Q1 2019 May 13, 2019	BUY	N/A	2,163 Added 3.34%	66,952 $3.52 Million
Q4 2018 Feb 04, 2019	SELL	N/A	-24,251 Reduced 27.24%	64,789 $2.97 Million
Q3 2018 Nov 14, 2018	BUY	N/A	1,173 Added 1.33%	89,040 $4.98 Million
Q2 2018 Aug 14, 2018	BUY	N/A	59,489 Added 209.63%	87,867 $4.75 Million
Q1 2018 Aug 14, 2018	BUY	N/A	1,572 Added 5.86%	28,378 $4.47 Million
Q4 2017 Aug 14, 2018	BUY	N/A	26,806	26,806 $4.17 Million

Others Institutions Holding MDYG

# of Institutions

417

Shares Held

25.2M

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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Shakespeare Wealth Management, Inc. Spdr S&P 400 Mid Cap Growth Et Transaction History