9258 Wealth Management, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 2,154 shares of MDY stock, worth $1.15 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,154
Previous 2,154 -0.0%
Holding current value
$1.15 Million
Previous $1.15 Million 6.51%
% of portfolio
0.18%
Previous 0.18%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$516.55 - $556.17 $39,774 - $42,825
-77 Reduced 3.45%
2,154 $1.15 Million
Q1 2024

May 03, 2024
SELL
$491.35 - $556.4 $9,827 - $11,128
-20 Reduced 0.89%
2,231 $1.24 Million
Q3 2023

Nov 08, 2023
SELL
$450.89 - $498.33 $1,352 - $1,494
-3 Reduced 0.13%
2,251 $1.03 Million
Q1 2023

May 03, 2023
SELL
$433.1 - $497.12 $39,412 - $45,237
-91 Reduced 3.88%
2,254 $1.03 Million
Q4 2022

Feb 03, 2023
BUY
$409.49 - $470.66 $37,263 - $42,830
91 Added 4.04%
2,345 $1.04 Million
Q2 2022

Aug 04, 2022
SELL
$402.57 - $493.76 $40,257 - $49,376
-100 Reduced 4.25%
2,254 $932,000
Q1 2022

May 13, 2022
SELL
$459.24 - $521.7 $223,649 - $254,067
-487 Reduced 17.14%
2,354 $1.16 Million
Q4 2021

Feb 11, 2022
BUY
$485.7 - $531.03 $22,827 - $24,958
47 Added 1.68%
2,841 $1.47 Million
Q2 2021

Aug 13, 2021
BUY
$475.11 - $504.81 $318,323 - $338,222
670 Added 31.54%
2,794 $1.37 Million
Q1 2021

May 11, 2021
BUY
$413.34 - $489.29 $86,801 - $102,750
210 Added 10.97%
2,124 $1.01 Million
Q4 2020

Feb 10, 2021
BUY
$343.51 - $421.75 $149,426 - $183,461
435 Added 29.41%
1,914 $804,000
Q3 2020

Nov 13, 2020
SELL
$318.46 - $358.67 $8,916 - $10,042
-28 Reduced 1.86%
1,479 $512,000
Q2 2020

Aug 13, 2020
BUY
$243.09 - $355.21 $73,899 - $107,983
304 Added 25.27%
1,507 $489,000
Q1 2020

May 05, 2020
BUY
$220.85 - $384.02 $44,832 - $77,956
203 Added 20.3%
1,203 $354,000
Q4 2019

Feb 06, 2020
BUY
$338.73 - $376.09 $338,730 - $376,090
1,000 New
1,000 $375,000

Others Institutions Holding MDY

# of Institutions
1,529
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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