Total Wealth Planning, LLC Spdr S&P 400 Mid Cap Growth Et Transaction History

Total Wealth Planning, LLC

$605 Million
Q3 2024

A detailed history of Total Wealth Planning, LLC transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Total Wealth Planning, LLC holds 57,841 shares of MDYG stock, worth $5.1 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

57,841

Previous 59,336 2.52%

Holding current value

$5.1 Million

Previous $4.99 Million 1.74%

% of portfolio

0.84%

Previous 0.89%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$81.1 - $89.18 $121,244 - $133,324	-1,495 Reduced 2.52%	57,841 $5.07 Million
Q2 2024 Aug 02, 2024	SELL	$81.04 - $87.08 $279,831 - $300,687	-3,453 Reduced 5.5%	59,336 $4.99 Million
Q1 2024 Apr 18, 2024	SELL	$73.37 - $87.29 $370,371 - $440,639	-5,048 Reduced 7.44%	62,789 $5.48 Million
Q4 2023 Feb 05, 2024	SELL	$64.85 - $76.49 $208,168 - $245,532	-3,210 Reduced 4.52%	67,837 $5.13 Million
Q3 2023 Nov 08, 2023	SELL	$68.34 - $74.46 $112,419 - $122,486	-1,645 Reduced 2.26%	71,047 $4.91 Million
Q2 2023 Jul 31, 2023	SELL	$66.14 - $71.65 $78,045 - $84,547	-1,180 Reduced 1.6%	72,692 $5.21 Million
Q1 2023 Apr 14, 2023	SELL	$64.78 - $71.55 $32,195 - $35,560	-497 Reduced 0.67%	73,872 $5.06 Million
Q4 2022 Feb 02, 2023	BUY	$61.13 - $69.88 $439,830 - $502,786	7,195 Added 10.71%	74,369 $4.86 Million
Q3 2022 Nov 14, 2022	SELL	$59.74 - $72.48 $21,984 - $26,672	-368 Reduced 0.54%	67,174 $4.05 Million
Q2 2022 Aug 01, 2022	BUY	$59.32 - $74.72 $335,751 - $422,915	5,660 Added 9.15%	67,542 $4.12 Million
Q1 2022 May 13, 2022	SELL	$69.3 - $81.58 $1.78 Million - $2.1 Million	-25,685 Reduced 29.33%	61,882 $4.59 Million
Q4 2021 Feb 09, 2022	BUY	$75.58 - $84.0 $2 Million - $2.22 Million	26,411 Added 43.19%	87,567 $4.6 Million
Q3 2021 Nov 04, 2021	SELL	$74.54 - $80.19 $33,692 - $36,245	-452 Reduced 0.73%	61,156 $4.63 Million
Q2 2021 Aug 16, 2021	SELL	$73.83 - $79.88 $83,058 - $89,865	-1,125 Reduced 1.79%	61,608 $4.78 Million
Q1 2021 May 17, 2021	SELL	$68.34 - $76.88 $295,023 - $331,890	-4,317 Reduced 6.44%	62,733 $4.71 Million
Q4 2020 Feb 11, 2021	SELL	$58.06 - $69.83 $353,178 - $424,775	-6,083 Reduced 8.32%	67,050 $4.65 Million
Q3 2020 Nov 10, 2020	SELL	$53.09 - $60.07 $485,773 - $549,640	-9,150 Reduced 11.12%	73,133 $4.2 Million
Q2 2020 Aug 13, 2020	SELL	$39.86 - $56.97 $74,697 - $106,761	-1,874 Reduced 2.23%	82,283 $4.43 Million
Q1 2020 May 13, 2020	SELL	$35.95 - $59.38 $461,346 - $762,023	-12,833 Reduced 13.23%	84,157 $3.6 Million
Q4 2019 Feb 11, 2020	BUY	$51.98 - $57.24 $98,398 - $108,355	1,893 Added 1.99%	96,990 $5.54 Million
Q3 2019 Nov 07, 2019	BUY	$53.33 - $54.71 $326,166 - $334,606	6,116 Added 6.87%	95,097 $5.11 Million
Q2 2019 Aug 06, 2019	BUY	N/A	1,414 Added 1.61%	88,981 $4.83 Million
Q1 2019 May 15, 2019	BUY	N/A	5,109 Added 6.2%	87,567 $4.6 Million
Q4 2018 Feb 14, 2019	BUY	N/A	82,458 New	82,458 $3.78 Million

Others Institutions Holding MDYG

# of Institutions

390

Shares Held

23.7M

Call Options Held

Put Options Held

View Full List

About SPDR S&P 400 MID CAP GROWTH ET

Ticker MDYG
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Industry ETFs

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Total Wealth Planning, LLC Spdr S&P 400 Mid Cap Growth Et Transaction History