Shakespeare Wealth Management, LLC MDYG Holdings History
Shakespeare Wealth Management, LLC's SPDR S&P 400 Mid Cap Growth ETF Holding Summary
As of 2025-03-31, Shakespeare Wealth Management, LLC held 198,593.00 shares of SPDR S&P 400 Mid Cap Growth ETF(MDYG), totaling $15.78 Mil. This investment constitutes 4.23% of their stock portfolio, and Shakespeare Wealth Management, LLC now holds 0.76% of the outstanding SPDR S&P 400 Mid Cap Growth ETF(MDYG) stock.
The initial trade took place in 2018Q2. And since then Shakespeare Wealth Management, LLC has made 23 purchases of MDYG, at an average price of $91.37, for a total of 260,545.00 shares. In addition, there have been 5 sales at an average price of $54.62 for 61,952.00 shares. Based on historical transaction data and MDYG's current price of $88.65, Shakespeare Wealth Management, LLC's estimated gain on his MDYG holdings is $-2.82 Mil, reflecting a -11.83% gain to date.
Shakespeare Wealth Management, LLC MDYG ($88.65) Holding Chart
Shakespeare Wealth Management, LLC MDYG ($88.65) 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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