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 1,469 shares of MDY stock, worth $845,600. This represents 0.56% of its overall portfolio holdings.

Number of Shares
1,469
Previous 1,469 -0.0%
Holding current value
$845,600
Previous $786,000 6.36%
% of portfolio
0.56%
Previous 0.55%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR S&P MIDCAP 400 ETF TRUST


  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
Track This Portfolio

Track Andrews, Lucia Wealth Management LLC Portfolio

Follow Andrews, Lucia Wealth 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 Andrews, Lucia Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Andrews, Lucia Wealth Management LLC with notifications on news.