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

Andrews, Lucia Wealth Management LLC

$147 Million
Q4 2024

A detailed history of Andrews, Lucia Wealth Management LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 1,470 shares of MDY stock, worth $858,597. This represents 0.57% of its overall portfolio holdings.

Number of Shares

1,470

Previous 1,469 0.07%

Holding current value

$858,597

Previous $836,000 0.12%

% of portfolio

0.57%

Previous 0.56%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$563.99 - $620.12 $563 - $620	1 Added 0.07%	1,470 $837,000
Q1 2024 May 14, 2024	SELL	$491.35 - $556.4 $65,840 - $74,557	-134 Reduced 8.36%	1,469 $817,000
Q3 2023 Nov 02, 2023	BUY	$450.89 - $498.33 $450 - $498	1 Added 0.06%	1,603 $731,000
Q2 2023 Aug 04, 2023	SELL	$439.95 - $478.91 $879 - $957	-2 Reduced 0.12%	1,602 $767,000
Q1 2023 May 03, 2023	BUY	$433.1 - $497.12 $433 - $497	1 Added 0.06%	1,604 $735,000
Q4 2022 Feb 13, 2023	SELL	$409.49 - $470.66 $45,043 - $51,772	-110 Reduced 6.42%	1,603 $709,000
Q3 2022 Nov 01, 2022	BUY	$401.58 - $481.07 $401 - $481	1 Added 0.06%	1,713 $688,000
Q2 2022 Jul 28, 2022	BUY	$402.57 - $493.76 $402 - $493	1 Added 0.06%	1,712 $840,000
Q1 2022 Apr 21, 2022	BUY	$459.24 - $521.7 $70,722 - $80,341	154 Added 9.89%	1,711 $886,000
Q4 2021 Feb 04, 2022	BUY	$485.7 - $531.03 $756,234 - $826,813	1,557 New	1,557 $806,000

Others Institutions Holding MDY

# of Institutions

1,453

Shares Held

27.4M

Call Options Held

428K

Put Options Held

269K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

More about MDY

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