Appleton Partners Inc Spdr S&P Midcap 400 ETF Trust Transaction History

Appleton Partners Inc

$1.35 Billion
Q4 2024

A detailed history of Appleton Partners Inc transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Appleton Partners Inc holds 978 shares of MDY stock, worth $572,491. This represents 0.04% of its overall portfolio holdings.

Number of Shares

978

Previous 982 0.41%

Holding current value

$572,491

Previous $559,000 0.36%

% of portfolio

0.04%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$563.99 - $620.12 $2,255 - $2,480	-4 Reduced 0.41%	978 $557,000
Q1 2024 Apr 01, 2024	SELL	$491.35 - $556.4 $29,481 - $33,384	-60 Reduced 5.76%	982 $546,000
Q4 2023 Jan 02, 2024	SELL	$425.08 - $512.6 $8,501 - $10,252	-20 Reduced 1.88%	1,042 $529,000
Q1 2023 Apr 10, 2023	SELL	$433.1 - $497.12 $51,538 - $59,157	-119 Reduced 10.08%	1,062 $487,000
Q3 2022 Oct 27, 2022	SELL	$401.58 - $481.07 $28,913 - $34,637	-72 Reduced 5.75%	1,181 $474,000
Q2 2022 Jul 08, 2022	SELL	$402.57 - $493.76 $42,269 - $51,844	-105 Reduced 7.73%	1,253 $518,000
Q1 2022 Apr 05, 2022	BUY	$459.24 - $521.7 $31,228 - $35,475	68 Added 5.27%	1,358 $666,000
Q4 2021 Feb 03, 2022	BUY	$485.7 - $531.03 $29,142 - $31,861	60 Added 4.88%	1,290 $668,000
Q2 2021 Jul 07, 2021	BUY	$475.11 - $504.81 $2,375 - $2,524	5 Added 0.41%	1,230 $604,000
Q1 2021 Apr 19, 2021	SELL	$413.34 - $489.29 $100,028 - $118,408	-242 Reduced 16.5%	1,225 $583,000
Q4 2020 Jan 19, 2021	SELL	$343.51 - $421.75 $53,244 - $65,371	-155 Reduced 9.56%	1,467 $616,000
Q3 2020 Oct 14, 2020	SELL	$318.46 - $358.67 $4,776 - $5,380	-15 Reduced 0.92%	1,622 $550,000
Q2 2020 Aug 14, 2020	SELL	$243.09 - $355.21 $13,369 - $19,536	-55 Reduced 3.25%	1,637 $531,000
Q1 2020 May 04, 2020	SELL	$220.85 - $384.02 $8,613 - $14,976	-39 Reduced 2.25%	1,692 $445,000
Q4 2019 Jan 13, 2020	SELL	$338.73 - $376.09 $4,742 - $5,265	-14 Reduced 0.8%	1,731 $650,000
Q3 2019 Nov 04, 2019	SELL	$334.13 - $362.01 $4,009 - $4,344	-12 Reduced 0.68%	1,745 $615,000
Q2 2019 Jul 25, 2019	SELL	$330.13 - $361.02 $4,621 - $5,054	-14 Reduced 0.79%	1,757 $623,000
Q1 2019 Apr 17, 2019	BUY	$296.63 - $352.26 $13,348 - $15,851	45 Added 2.61%	1,771 $612,000
Q4 2018 Jan 17, 2019	BUY	$284.96 - $364.55 $56,991 - $72,910	200 Added 13.11%	1,726 $522,000
Q3 2018 Oct 09, 2018	BUY	$355.06 - $373.52 $355 - $373	1 Added 0.07%	1,526 $561,000
Q1 2018 Apr 11, 2018	SELL	$327.4 - $362.51 $21,281 - $23,563	-65 Reduced 4.09%	1,525 $521,000
Q4 2017 Jan 12, 2018	SELL	$329.2 - $347.26 $14,484 - $15,279	-44 Reduced 2.69%	1,590 $549,000
Q3 2017 Oct 12, 2017	BUY	$308.35 - $326.33 $503,843 - $533,223	1,634	1,634 $533,000

Others Institutions Holding MDY

# of Institutions

1,475

Shares Held

28.2M

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

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Appleton Partners Inc Spdr S&P Midcap 400 ETF Trust Transaction History