Number of Shares
130,923.00
Current Holdings Value*
$10.40 Mil
% of Portfolio
5.08%
Total Estimate Gain
$1.89 Mil
% of Total Estimate Gain
19.44%

SFG Wealth Management, LLC.'s SPDR S&P 400 Mid Cap Growth ETF Holding Summary

As of 2025-03-31, SFG Wealth Management, LLC. held 130,923.00 shares of SPDR S&P 400 Mid Cap Growth ETF(MDYG), totaling $10.40 Mil. This investment constitutes 5.08% of their stock portfolio, and SFG Wealth Management, LLC. now holds 0.43% of the outstanding SPDR S&P 400 Mid Cap Growth ETF(MDYG) stock.

The initial trade took place in 2023Q1. And since then SFG Wealth Management, LLC. has made 9 purchases of MDYG, at an average price of $74.16, for a total of 130,923.00 shares. Based on historical transaction data and MDYG's current price of $88.57, SFG Wealth Management, LLC.'s estimated gain on his MDYG holdings is $1.89 Mil, reflecting a 19.44% gain to date.

SFG Wealth Management, LLC. MDYG ($88.57) Holding Chart

SFG Wealth Management, LLC. MDYG ($88.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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