Lewis Asset Management, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Lewis Asset Management, LLC

  • $137 Billion
  • Q3 2024

A detailed history of Lewis Asset Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Lewis Asset Management, LLC holds 463 shares of MDY stock, worth $264,942. This represents 0.19% of its overall portfolio holdings.

Number of Shares
463
Previous 527 12.14%
Holding current value
$264,942
Previous $282 Million 6.43%
% of portfolio
0.19%
Previous 0.22%

Shares

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

Oct 31, 2024
SELL
$523.84 - $572.02 $33,525 - $36,609
-64 Reduced 12.14%
463 $264 Million
Q2 2024

Jul 30, 2024
BUY
$516.55 - $556.17 $516 - $556
1 Added 0.19%
527 $282 Million
Q1 2024

May 01, 2024
BUY
$491.35 - $556.4 $491 - $556
1 Added 0.19%
526 $293 Million
Q4 2023

Jan 23, 2024
BUY
$425.08 - $512.6 $223,167 - $269,115
525 New
525 $266 Million

Others Institutions Holding MDY

# of Institutions
1,421
Shares Held
28.7M
Call Options Held
428K
Put Options Held
269K
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
Track This Portfolio

Track Lewis Asset Management, LLC Portfolio

Follow Lewis Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lewis Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lewis Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email