Balboa Wealth Partners Spdr S&P Midcap 400 ETF Trust Transaction History

Balboa Wealth Partners

  • $422 Million
  • Q4 2024

A detailed history of Balboa Wealth Partners transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Balboa Wealth Partners holds 9,112 shares of MDY stock, worth $5.16 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
9,112
Previous 9,112 -0.0%
Holding current value
$5.16 Million
Previous $5.19 Million -0.0%
% of portfolio
1.23%
Previous 1.33%

Shares

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

Nov 06, 2024
SELL
$523.84 - $572.02 $1.06 Million - $1.16 Million
-2,033 Reduced 18.24%
9,112 $5.19 Million
Q2 2024

Aug 13, 2024
BUY
$516.55 - $556.17 $1.05 Million - $1.13 Million
2,034 Added 22.32%
11,145 $5.96 Million
Q1 2024

May 13, 2024
SELL
$491.35 - $556.4 $4,913 - $5,564
-10 Reduced 0.11%
9,111 $5.07 Million
Q4 2023

Feb 09, 2024
SELL
$425.08 - $512.6 $150,478 - $181,460
-354 Reduced 3.74%
9,121 $4.63 Million
Q3 2023

Oct 23, 2023
BUY
$450.89 - $498.33 $32,464 - $35,879
72 Added 0.77%
9,475 $4.33 Million
Q2 2023

Aug 08, 2023
SELL
$439.95 - $478.91 $773,432 - $841,923
-1,758 Reduced 15.75%
9,403 $4.5 Million
Q1 2023

May 11, 2023
BUY
$433.1 - $497.12 $846,277 - $971,372
1,954 Added 21.22%
11,161 $5.12 Million
Q4 2022

Feb 14, 2023
SELL
$409.49 - $470.66 $149,054 - $171,320
-364 Reduced 3.8%
9,207 $4.08 Million
Q3 2022

Jan 04, 2023
BUY
$401.58 - $481.07 $3.84 Million - $4.6 Million
9,571 New
9,571 $3.84 Million

Others Institutions Holding MDY

# of Institutions
1,524
Shares Held
29.2M
Call Options Held
723K
Put Options Held
407K
View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

MDY Quotes by TradingView
  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
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