Waller Financial Planning Group, Inc Spdr S&P 400 Mid Cap Growth Et Transaction History

Waller Financial Planning Group, Inc

$355 Million
Q1 2025

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 41,757 shares of MDYG stock, worth $3.32 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

41,757

Previous 57,803 27.76%

Holding current value

$3.32 Million

Previous $5.02 Million 33.99%

% of portfolio

0.93%

Previous 1.27%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	SELL	$77.91 - $92.26 $1.25 Million - $1.48 Million	-16,046 Reduced 27.76%	41,757 $3.32 Million
Q4 2024 Jan 03, 2025	BUY	$86.65 - $94.9 $128,675 - $140,926	1,485 Added 2.64%	57,803 $5.02 Million
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

# of Institutions

415

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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Waller Financial Planning Group, Inc Spdr S&P 400 Mid Cap Growth Et Transaction History