Wellspring Financial Advisors, LLC Spdr S&P 400 Mid Cap Growth Et Transaction History

Wellspring Financial Advisors, LLC

$957 Billion
Q4 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 367,778 shares of MDYG stock, worth $31.4 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

367,778

Previous 367,778 -0.0%

Holding current value

$31.4 Million

Previous $383 Million 0.03%

% of portfolio

0.04%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	BUY	$64.85 - $76.49 $64 - $76	1 Added 0.0%	367,778 $380 Million
Q2 2023 Aug 11, 2023	SELL	$66.14 - $71.65 $35,847 - $38,834	-542 Reduced 0.15%	367,777 $380 Million
Q1 2023 May 12, 2023	BUY	$64.78 - $71.55 $64 - $71	1 Added 0.0%	368,319 $416 Million
Q4 2022 Feb 13, 2023	BUY	$61.13 - $69.88 $61 - $69	1 Added 0.0%	368,318 $24.1 Million
Q3 2022 Nov 14, 2022	SELL	$59.74 - $72.48 $24,612 - $29,861	-412 Reduced 0.11%	368,317 $410,000
Q2 2022 Aug 12, 2022	SELL	$59.32 - $74.72 $833,683 - $1.05 Million	-14,054 Reduced 3.67%	368,729 $436,000
Q1 2022 May 10, 2022	SELL	$69.3 - $81.58 $530,422 - $624,413	-7,654 Reduced 1.96%	382,783 $1.49 Million
Q4 2021 Jan 03, 2022	SELL	$75.58 - $84.0 $976,569 - $1.09 Million	-12,921 Reduced 3.2%	390,437 $2.23 Million
Q3 2021 Nov 12, 2021	BUY	$74.54 - $80.19 $27 Million - $29.1 Million	362,540 Added 888.19%	403,358 $2.4 Million
Q2 2021 Aug 13, 2021	BUY	$73.83 - $79.88 $1.95 Million - $2.11 Million	26,453 Added 184.15%	40,818 $3.16 Million
Q1 2021 May 17, 2021	SELL	$68.34 - $76.88 $1.33 Million - $1.5 Million	-19,455 Reduced 57.53%	14,365 $615,000
Q4 2020 Feb 16, 2021	BUY	$58.06 - $69.83 $173,251 - $208,372	2,984 Added 9.68%	33,820 $2.35 Million
Q3 2020 Nov 13, 2020	BUY	$53.09 - $60.07 $347,155 - $392,797	6,539 Added 26.91%	30,836 $1.77 Million
Q2 2020 Aug 14, 2020	BUY	$39.86 - $56.97 $395,889 - $565,826	9,932 Added 69.14%	24,297 $1.31 Million
Q1 2020 May 14, 2020	BUY	$35.95 - $59.38 $516,421 - $852,993	14,365 New	14,365 $615,000

Others Institutions Holding MDYG

# of Institutions

409

Shares Held

25.3M

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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Wellspring Financial Advisors, LLC Spdr S&P 400 Mid Cap Growth Et Transaction History