A detailed history of Waller Financial Planning Group, Inc transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 56,318 shares of MDYG stock, worth $5.26 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
56,318
Previous 53,973 4.34%
Holding current value
$5.26 Million
Previous $4.54 Million 8.93%
% of portfolio
1.23%
Previous 1.22%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 02, 2024

BUY
$81.1 - $89.18 $190,179 - $209,127
2,345 Added 4.34%
56,318 $4.94 Million
Q2 2024

Jul 02, 2024

BUY
$81.04 - $87.08 $39,547 - $42,495
488 Added 0.91%
53,973 $4.54 Million
Q1 2024

Apr 02, 2024

SELL
$73.37 - $87.29 $110,788 - $131,807
-1,510 Reduced 2.75%
53,485 $4.67 Million
Q4 2023

Jan 03, 2024

SELL
$64.85 - $76.49 $26,977 - $31,819
-416 Reduced 0.75%
54,995 $4.16 Million
Q3 2023

Oct 18, 2023

SELL
$68.34 - $74.46 $90,413 - $98,510
-1,323 Reduced 2.33%
55,411 $3.83 Million
Q2 2023

Jul 05, 2023

BUY
$66.14 - $71.65 $25,662 - $27,800
388 Added 0.69%
56,734 $4.06 Million
Q1 2023

Apr 18, 2023

SELL
$64.78 - $71.55 $973,060 - $1.07 Million
-15,021 Reduced 21.05%
56,346 $3.86 Million
Q4 2022

Jan 05, 2023

SELL
$61.13 - $69.88 $137,359 - $157,020
-2,247 Reduced 3.05%
71,367 $0
Q3 2022

Oct 20, 2022

BUY
$59.74 - $72.48 $42,953 - $52,113
719 Added 0.99%
73,614 $4.44 Million
Q2 2022

Jul 18, 2022

BUY
$59.32 - $74.72 $143,495 - $180,747
2,419 Added 3.43%
72,895 $4.44 Million
Q1 2022

Apr 18, 2022

BUY
$69.3 - $81.58 $173,250 - $203,950
2,500 Added 3.68%
70,476 $5.23 Million
Q4 2021

Jan 26, 2022

SELL
$75.58 - $84.0 $108,230 - $120,288
-1,432 Reduced 2.06%
67,976 $5.54 Million
Q3 2021

Oct 19, 2021

BUY
$74.54 - $80.19 $146,247 - $157,332
1,962 Added 2.91%
69,408 $5.25 Million
Q2 2021

Jul 22, 2021

BUY
$73.83 - $79.88 $32,485 - $35,147
440 Added 0.66%
67,446 $5.23 Million
Q1 2021

Apr 14, 2021

SELL
$68.34 - $76.88 $372,726 - $419,303
-5,454 Reduced 7.53%
67,006 $5.03 Million
Q4 2020

Jan 14, 2021

SELL
$58.06 - $69.83 $545,299 - $655,843
-9,392 Reduced 11.47%
72,460 $5.02 Million
Q3 2020

Oct 19, 2020

SELL
$53.09 - $60.07 $59,673 - $67,518
-1,124 Reduced 1.35%
81,852 $4.7 Million
Q2 2020

Jul 14, 2020

SELL
$39.86 - $56.97 $1.65 Million - $2.36 Million
-41,409 Reduced 33.29%
82,976 $4.46 Million
Q1 2020

Apr 13, 2020

BUY
$35.95 - $59.38 $214,297 - $353,964
5,961 Added 5.03%
124,385 $5.33 Million
Q4 2019

Jan 15, 2020

SELL
$51.98 - $57.24 $22,871 - $25,185
-440 Reduced 0.37%
118,424 $6.76 Million
Q3 2019

Oct 30, 2019

BUY
$53.33 - $54.71 $260,570 - $267,313
4,886 Added 4.29%
118,864 $6.49 Million
Q2 2019

Jul 16, 2019

BUY
N/A
2,422 Added 2.17%
113,978 $6.21 Million
Q1 2019

Apr 17, 2019

BUY
N/A
7,884 Added 7.6%
111,556 $6.01 Million
Q4 2018

Jan 30, 2019

BUY
N/A
103,672 New
103,672 $4.75 Million

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 Waller Financial Planning Group, Inc Portfolio

Follow Waller Financial Planning Group, 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 Waller Financial Planning Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Waller Financial Planning Group, Inc with notifications on news.