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

Cap Wealth Advisors, LLC

  • $903 Million
  • Q3 2024

A detailed history of Cap Wealth Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Cap Wealth Advisors, LLC holds 471 shares of MDY stock, worth $271,620. This represents 0.03% of its overall portfolio holdings.

Number of Shares
471
Previous 558 15.59%
Holding current value
$271,620
Previous $298,000 10.07%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 31, 2024
SELL
$523.84 - $572.02 $45,574 - $49,765
-87 Reduced 15.59%
471 $268,000
Q4 2023

Jan 31, 2024
BUY
$425.08 - $512.6 $2,975 - $3,588
7 Added 1.27%
558 $283,000
Q3 2023

Nov 01, 2023
BUY
$450.89 - $498.33 $5,410 - $5,979
12 Added 2.23%
551 $251,000
Q2 2023

Aug 07, 2023
BUY
$439.95 - $478.91 $8,799 - $9,578
20 Added 3.85%
539 $258,000
Q1 2023

May 02, 2023
BUY
$433.1 - $497.12 $6,496 - $7,456
15 Added 2.98%
519 $237,000
Q4 2022

Feb 01, 2023
BUY
$409.49 - $470.66 $206,382 - $237,212
504 New
504 $223,000

Others Institutions Holding MDY

# of Institutions
1,425
Shares Held
26.6M
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 Cap Wealth Advisors, LLC Portfolio

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

News

Stay updated on Cap Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email