Acorn Wealth Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Acorn Wealth Advisors, LLC

  • $194 Million
  • Q2 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 1,709 shares of MDY stock, worth $966,610. This represents 0.47% of its overall portfolio holdings.

Number of Shares
1,709
Previous 1,564 9.27%
Holding current value
$966,610
Previous $870,000 5.06%
% of portfolio
0.47%
Previous 0.47%

Shares

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

Jul 30, 2024
BUY
$516.55 - $556.17 $74,899 - $80,644
145 Added 9.27%
1,709 $914,000
Q1 2024

Apr 26, 2024
BUY
$491.35 - $556.4 $90,899 - $102,934
185 Added 13.42%
1,564 $870,000
Q4 2023

Feb 07, 2024
BUY
$425.08 - $512.6 $12,752 - $15,378
30 Added 2.22%
1,379 $699,000
Q3 2023

Nov 07, 2023
SELL
$450.89 - $498.33 $70,338 - $77,739
-156 Reduced 10.37%
1,349 $616,000
Q2 2023

Aug 02, 2023
SELL
$439.95 - $478.91 $8,799 - $9,578
-20 Reduced 1.31%
1,505 $720,000
Q1 2023

May 09, 2023
SELL
$433.1 - $497.12 $14,725 - $16,902
-34 Reduced 2.18%
1,525 $699,000
Q4 2022

Feb 10, 2023
SELL
$409.49 - $470.66 $1,637 - $1,882
-4 Reduced 0.26%
1,559 $690,000
Q3 2022

Nov 09, 2022
BUY
$401.58 - $481.07 $15,661 - $18,761
39 Added 2.56%
1,563 $628,000
Q2 2022

Aug 08, 2022
SELL
$402.57 - $493.76 $25,764 - $31,600
-64 Reduced 4.03%
1,524 $630,000
Q1 2022

May 03, 2022
BUY
$459.24 - $521.7 $5,510 - $6,260
12 Added 0.76%
1,588 $779,000
Q4 2021

Feb 14, 2022
BUY
$485.7 - $531.03 $20,885 - $22,834
43 Added 2.8%
1,576 $816,000
Q3 2021

Nov 12, 2021
SELL
$468.36 - $506.04 $9,367 - $10,120
-20 Reduced 1.29%
1,533 $737,000
Q2 2021

Aug 16, 2021
BUY
$475.11 - $504.81 $19,954 - $21,202
42 Added 2.78%
1,553 $762,000
Q1 2021

May 14, 2021
SELL
$413.34 - $489.29 $6,200 - $7,339
-15 Reduced 0.98%
1,511 $719,000
Q4 2020

Feb 16, 2021
SELL
$343.51 - $421.75 $48,778 - $59,888
-142 Reduced 8.51%
1,526 $641,000
Q3 2020

Nov 04, 2020
SELL
$318.46 - $358.67 $1,592 - $1,793
-5 Reduced 0.3%
1,668 $565,000
Q2 2020

Aug 19, 2020
SELL
$243.09 - $355.21 $47,888 - $69,976
-197 Reduced 10.53%
1,673 $543,000
Q1 2020

May 13, 2020
SELL
$220.85 - $384.02 $125,221 - $217,739
-567 Reduced 23.27%
1,870 $486,000
Q4 2019

Feb 07, 2020
SELL
$338.73 - $376.09 $9,823 - $10,906
-29 Reduced 1.18%
2,437 $910,000
Q3 2019

Nov 21, 2019
BUY
$334.13 - $362.01 $3,341 - $3,620
10 Added 0.41%
2,466 $893,000
Q2 2019

Aug 14, 2019
SELL
$330.13 - $361.02 $95,077 - $103,973
-288 Reduced 10.5%
2,456 $851,000
Q1 2019

May 08, 2019
SELL
$296.63 - $352.26 $12,161 - $14,442
-41 Reduced 1.47%
2,744 $981,000
Q4 2018

Feb 04, 2019
SELL
$284.96 - $364.55 $21,372 - $27,341
-75 Reduced 2.62%
2,785 $881,000
Q3 2018

Nov 13, 2018
SELL
$355.06 - $373.52 $3,550 - $3,735
-10 Reduced 0.35%
2,860 $968,000
Q2 2018

Aug 10, 2018
BUY
$333.64 - $365.14 $66,060 - $72,297
198 Added 7.41%
2,870 $1.02 Million
Q1 2018

May 14, 2018
BUY
$327.4 - $362.51 $91,344 - $101,140
279 Added 11.66%
2,672 $919,000
Q4 2017

Feb 14, 2018
BUY
$329.2 - $347.26 $787,775 - $830,993
2,393
2,393 $841,000

Others Institutions Holding MDY

# of Institutions
1,389
Shares Held
27.9M
Call Options Held
181K
Put Options Held
241K
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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