Buckingham Strategic Wealth, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 33,401 shares of MDY stock, worth $19.6 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

33,401

Previous 34,255 2.49%

Holding current value

$19.6 Million

Previous $19.1 Million 6.23%

% of portfolio

0.2%

Previous 0.22%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$516.55 - $556.17 $441,133 - $474,969	-854 Reduced 2.49%	33,401 $17.9 Million
Q1 2024 May 09, 2024	SELL	$491.35 - $556.4 $487,910 - $552,505	-993 Reduced 2.82%	34,255 $19.1 Million
Q4 2023 Feb 14, 2024	BUY	$425.08 - $512.6 $125,823 - $151,729	296 Added 0.85%	35,248 $17.9 Million
Q3 2023 Nov 13, 2023	SELL	$450.89 - $498.33 $38,325 - $42,358	-85 Reduced 0.24%	34,952 $16 Million
Q2 2023 Aug 11, 2023	SELL	$439.95 - $478.91 $809,947 - $881,673	-1,841 Reduced 4.99%	35,037 $16.8 Million

Q4 2022 Feb 13, 2023	SELL	$409.49 - $470.66 $410,718 - $472,071	-1,003 Reduced 2.65%	36,878 $16.3 Million
Q3 2022 Nov 07, 2022	BUY	$401.58 - $481.07 $425,273 - $509,453	1,059 Added 2.88%	37,881 $15.2 Million
Q2 2022 Aug 12, 2022	BUY	$402.57 - $493.76 $2.25 Million - $2.76 Million	5,594 Added 17.91%	36,822 $15.2 Million
Q1 2022 May 10, 2022	BUY	$459.24 - $521.7 $552,465 - $627,605	1,203 Added 4.01%	31,228 $15.3 Million
Q4 2021 Feb 09, 2022	SELL	$485.7 - $531.03 $416,730 - $455,623	-858 Reduced 2.78%	30,025 $15.5 Million
Q3 2021 Nov 10, 2021	BUY	$468.36 - $506.04 $185,938 - $200,897	397 Added 1.3%	30,883 $14.9 Million
Q2 2021 Aug 06, 2021	SELL	$475.11 - $504.81 $650,900 - $691,589	-1,370 Reduced 4.3%	30,486 $15 Million
Q1 2021 Apr 30, 2021	SELL	$413.34 - $489.29 $78,947 - $93,454	-191 Reduced 0.6%	31,856 $15.2 Million
Q4 2020 Feb 16, 2021	BUY	$343.51 - $421.75 $10.3 Million - $12.6 Million	29,960 Added 1435.55%	32,047 $13.5 Million
Q2 2020 Aug 03, 2020	SELL	$243.09 - $355.21 $85,081 - $124,323	-350 Reduced 14.36%	2,087 $677,000
Q1 2020 May 07, 2020	BUY	$220.85 - $384.02 $51,458 - $89,476	233 Added 10.57%	2,437 $641,000
Q4 2019 Feb 04, 2020	BUY	$338.73 - $376.09 $84,682 - $94,022	250 Added 12.79%	2,204 $827,000
Q3 2019 Nov 12, 2019	SELL	$334.13 - $362.01 $16,706 - $18,100	-50 Reduced 2.5%	1,954 $689,000
Q2 2019 Aug 05, 2019	BUY	$330.13 - $361.02 $83,853 - $91,699	254 Added 14.51%	2,004 $711,000
Q4 2018 Feb 11, 2019	BUY	$284.96 - $364.55 $19,092 - $24,424	67 Added 3.98%	1,750 $530,000
Q3 2018 Nov 02, 2018	SELL	$355.06 - $373.52 $4,970 - $5,229	-14 Reduced 0.82%	1,683 $618,000
Q2 2018 Aug 13, 2018	BUY	$333.64 - $365.14 $33,030 - $36,148	99 Added 6.2%	1,697 $602,000
Q1 2018 May 14, 2018	SELL	$327.4 - $362.51 $30,775 - $34,075	-94 Reduced 5.56%	1,598 $546,000
Q4 2017 Feb 12, 2018	SELL	$329.2 - $347.26 $10,863 - $11,459	-33 Reduced 1.91%	1,692 $584,000
Q3 2017 Nov 08, 2017	BUY	$308.35 - $326.33 $531,903 - $562,919	1,725	1,725 $563,000

Others Institutions Holding MDY

# of Institutions

1,565

Shares Held

28.4M

Call Options Held

620K

Put Options Held

497K

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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Buckingham Strategic Wealth, LLC Spdr S&P Midcap 400 ETF Trust Transaction History