A detailed history of Sterling Financial Planning, Inc. transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 2,815 shares of MDYG stock, worth $247,325. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,815
Previous 3,121 9.8%
Holding current value
$247,325
Previous $272,000 13.24%
% of portfolio
0.1%
Previous 0.11%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$81.04 - $87.08 $24,798 - $26,646
-306 Reduced 9.8%
2,815 $236,000
Q4 2023

Jan 31, 2024

BUY
$64.85 - $76.49 $2,010 - $2,371
31 Added 1.0%
3,121 $236,000
Q3 2023

Nov 03, 2023

BUY
$68.34 - $74.46 $1,981 - $2,159
29 Added 0.95%
3,090 $213,000
Q2 2023

Jul 28, 2023

SELL
$66.14 - $71.65 $5,820 - $6,305
-88 Reduced 2.79%
3,061 $219,000
Q1 2023

May 03, 2023

SELL
$64.78 - $71.55 $11,142 - $12,306
-172 Reduced 5.18%
3,149 $215,000
Q4 2022

Feb 06, 2023

BUY
$61.13 - $69.88 $203,012 - $232,071
3,321 New
3,321 $216,000
Q1 2022

May 10, 2022

SELL
$69.3 - $81.58 $172,903 - $203,542
-2,495 Closed
0 $0
Q4 2021

Feb 02, 2022

BUY
$75.58 - $84.0 $10,732 - $11,928
142 Added 6.03%
2,495 $203,000
Q3 2021

Oct 28, 2021

SELL
$74.54 - $80.19 $1,714 - $1,844
-23 Reduced 0.97%
2,353 $178,000
Q2 2021

Aug 02, 2021

BUY
$73.83 - $79.88 $221 - $239
3 Added 0.13%
2,376 $184,000
Q1 2021

Apr 28, 2021

BUY
$68.34 - $76.88 $1,366 - $1,537
20 Added 0.85%
2,373 $178,000
Q4 2020

Feb 10, 2021

BUY
$58.06 - $69.83 $136,615 - $164,309
2,353 New
2,353 $163,000

Others Institutions Holding MDYG

About SPDR S&P 400 MID CAP GROWTH ET


  • Ticker MDYG
  • Sector ETFs
  • Industry ETFs
More about MDYG
Track This Portfolio

Track Sterling Financial Planning, Inc. Portfolio

Follow Sterling Financial Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Financial Planning, Inc. with notifications on news.