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

Benchmark Financial Wealth Advisors, LLC

  • $299 Million
  • Q3 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 8,053 shares of MDY stock, worth $4.65 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
8,053
Previous 7,866 2.38%
Holding current value
$4.65 Million
Previous $4.21 Million 9.01%
% of portfolio
1.53%
Previous 1.56%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$523.84 - $572.02 $97,958 - $106,967
187 Added 2.38%
8,053 $4.59 Million
Q2 2024

Jul 23, 2024
BUY
$516.55 - $556.17 $42,873 - $46,162
83 Added 1.07%
7,866 $4.21 Million
Q1 2024

Apr 22, 2024
SELL
$491.35 - $556.4 $125,785 - $142,438
-256 Reduced 3.18%
7,783 $4.33 Million
Q4 2023

Jan 23, 2024
SELL
$425.08 - $512.6 $25,504 - $30,756
-60 Reduced 0.74%
8,039 $4.08 Million
Q3 2023

Oct 13, 2023
BUY
$450.89 - $498.33 $25,700 - $28,404
57 Added 0.71%
8,099 $3.7 Million
Q2 2023

Jul 25, 2023
SELL
$439.95 - $478.91 $126,705 - $137,926
-288 Reduced 3.46%
8,042 $3.85 Million
Q1 2023

Apr 28, 2023
SELL
$433.1 - $497.12 $119,968 - $137,702
-277 Reduced 3.22%
8,330 $3.82 Million
Q4 2022

Jan 23, 2023
SELL
$409.49 - $470.66 $203,107 - $233,447
-496 Reduced 5.45%
8,607 $0
Q3 2022

Nov 01, 2022
BUY
$401.58 - $481.07 $183,522 - $219,848
457 Added 5.29%
9,103 $3.66 Million
Q2 2022

Jul 22, 2022
BUY
$402.57 - $493.76 $1.03 Million - $1.26 Million
2,550 Added 41.83%
8,646 $3.58 Million
Q1 2022

Apr 22, 2022
SELL
$459.24 - $521.7 $193,340 - $219,635
-421 Reduced 6.46%
6,096 $2.99 Million
Q4 2021

Jan 26, 2022
BUY
$485.7 - $531.03 $42,741 - $46,730
88 Added 1.37%
6,517 $3.37 Million
Q3 2021

Oct 26, 2021
BUY
$468.36 - $506.04 $61,355 - $66,291
131 Added 2.08%
6,429 $3.09 Million
Q2 2021

Jul 26, 2021
BUY
$475.11 - $504.81 $70,791 - $75,216
149 Added 2.42%
6,298 $3.09 Million
Q1 2021

Apr 26, 2021
BUY
$413.34 - $489.29 $66,547 - $78,775
161 Added 2.69%
6,149 $2.93 Million
Q4 2020

Jan 20, 2021
BUY
$343.51 - $421.75 $5,496 - $6,748
16 Added 0.27%
5,988 $2.51 Million
Q3 2020

Oct 15, 2020
SELL
$318.46 - $358.67 $15,922 - $17,933
-50 Reduced 0.83%
5,972 $2.02 Million
Q2 2020

Jul 21, 2020
SELL
$243.09 - $355.21 $87,269 - $127,520
-359 Reduced 5.63%
6,022 $1.95 Million
Q1 2020

May 08, 2020
SELL
$220.85 - $384.02 $27,385 - $47,618
-124 Reduced 1.91%
6,381 $1.68 Million
Q4 2019

Jan 31, 2020
SELL
$338.73 - $376.09 $13,549 - $15,043
-40 Reduced 0.61%
6,505 $2.44 Million
Q3 2019

Nov 01, 2019
SELL
$334.13 - $362.01 $80,191 - $86,882
-240 Reduced 3.54%
6,545 $2.31 Million
Q2 2019

Jul 25, 2019
SELL
$330.13 - $361.02 $206,991 - $226,359
-627 Reduced 8.46%
6,785 $2.41 Million
Q1 2019

Apr 24, 2019
SELL
$296.63 - $352.26 $110,346 - $131,040
-372 Reduced 4.78%
7,412 $2.56 Million
Q4 2018

Jan 30, 2019
BUY
$284.96 - $364.55 $2.22 Million - $2.84 Million
7,784 New
7,784 $2.36 Million

Others Institutions Holding MDY

# of Institutions
1,421
Shares Held
28.7M
Call Options Held
428K
Put Options Held
269K
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
Track This Portfolio

Track Benchmark Financial Wealth Advisors, LLC Portfolio

Follow Benchmark Financial Wealth Advisors, 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 Benchmark Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email