Cyndeo Wealth Partners, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 4,827 shares of MDY stock, worth $2.73 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

4,827

Previous 3,222 49.81%

Holding current value

$2.73 Million

Previous $1.84 Million 49.81%

% of portfolio

0.19%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$563.99 - $620.12 $905,203 - $995,292	1,605 Added 49.81%	4,827 $2.75 Million
Q3 2024 Oct 18, 2024	BUY	$523.84 - $572.02 $39,288 - $42,901	75 Added 2.38%	3,222 $1.84 Million
Q2 2024 Jul 30, 2024	SELL	$516.55 - $556.17 $7,748 - $8,342	-15 Reduced 0.47%	3,147 $1.68 Million
Q1 2024 Apr 16, 2024	SELL	$491.35 - $556.4 $12,283 - $13,910	-25 Reduced 0.78%	3,162 $1.76 Million
Q3 2023 Oct 10, 2023	SELL	$450.89 - $498.33 $201,096 - $222,255	-446 Reduced 12.28%	3,187 $1.46 Million
Q2 2023 Jul 27, 2023	SELL	$439.95 - $478.91 $32,996 - $35,918	-75 Reduced 2.02%	3,633 $1.74 Million
Q1 2023 Apr 25, 2023	BUY	$433.1 - $497.12 $1.61 Million - $1.84 Million	3,708 New	3,708 $1.7 Million
Q4 2022 Jan 25, 2023	BUY	$409.49 - $470.66 $1.26 Million - $1.45 Million	3,071 New	3,071 $0

Others Institutions Holding MDY

# of Institutions

1,523

Shares Held

29.2M

Call Options Held

723K

Put Options Held

407K

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About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

More about MDY

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Cyndeo Wealth Partners, LLC Spdr S&P Midcap 400 ETF Trust Transaction History