Choate Investment Advisors Spdr S&P Midcap 400 ETF Trust Transaction History

Choate Investment Advisors

$4.12 Billion
Q4 2024

A detailed history of Choate Investment Advisors transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Choate Investment Advisors holds 2,487 shares of MDY stock, worth $1.45 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,487

Previous 1,764 40.99%

Holding current value

$1.45 Million

Previous $1 Million 41.04%

% of portfolio

0.03%

Previous 0.03%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$563.99 - $620.12 $407,764 - $448,346	723 Added 40.99%	2,487 $1.42 Million
Q3 2024 Nov 13, 2024	SELL	$523.84 - $572.02 $51,336 - $56,057	-98 Reduced 5.26%	1,764 $1 Million
Q2 2024 Aug 08, 2024	SELL	$516.55 - $556.17 $56,820 - $61,178	-110 Reduced 5.58%	1,862 $996,000
Q1 2024 May 07, 2024	SELL	$491.35 - $556.4 $143,965 - $163,025	-293 Reduced 12.94%	1,972 $1.1 Million
Q3 2023 Oct 30, 2023	BUY	$450.89 - $498.33 $156,458 - $172,920	347 Added 18.09%	2,265 $1.03 Million
Q2 2023 Aug 01, 2023	SELL	$439.95 - $478.91 $26,397 - $28,734	-60 Reduced 3.03%	1,918 $918,000
Q1 2023 May 15, 2023	SELL	$433.1 - $497.12 $55,869 - $64,128	-129 Reduced 6.12%	1,978 $906,000
Q4 2022 Feb 14, 2023	BUY	$409.49 - $470.66 $40,539 - $46,595	99 Added 4.93%	2,107 $932,000
Q3 2022 Nov 14, 2022	SELL	$401.58 - $481.07 $803 - $962	-2 Reduced 0.1%	2,008 $807,000
Q2 2022 Aug 11, 2022	SELL	$402.57 - $493.76 $231,880 - $284,405	-576 Reduced 22.27%	2,010 $831,000
Q1 2022 Apr 29, 2022	SELL	$459.24 - $521.7 $81,285 - $92,340	-177 Reduced 6.41%	2,586 $1.27 Million
Q4 2021 Feb 07, 2022	SELL	$485.7 - $531.03 $101,997 - $111,516	-210 Reduced 7.06%	2,763 $1.43 Million
Q3 2021 Nov 04, 2021	SELL	$468.36 - $506.04 $77,279 - $83,496	-165 Reduced 5.26%	2,973 $1.43 Million
Q2 2021 Jul 30, 2021	SELL	$475.11 - $504.81 $59,388 - $63,101	-125 Reduced 3.83%	3,138 $1.54 Million
Q1 2021 May 07, 2021	BUY	$413.34 - $489.29 $63,654 - $75,350	154 Added 4.95%	3,263 $1.55 Million
Q4 2020 Feb 08, 2021	SELL	$343.51 - $421.75 $108,892 - $133,694	-317 Reduced 9.25%	3,109 $1.31 Million
Q3 2020 Oct 26, 2020	SELL	$318.46 - $358.67 $156,045 - $175,748	-490 Reduced 12.51%	3,426 $1.16 Million
Q2 2020 Jul 23, 2020	SELL	$243.09 - $355.21 $3.37 Million - $4.92 Million	-13,850 Reduced 77.96%	3,916 $1.27 Million
Q1 2020 May 07, 2020	SELL	$220.85 - $384.02 $111,529 - $193,930	-505 Reduced 2.76%	17,766 $4.67 Million
Q4 2019 Jan 28, 2020	SELL	$338.73 - $376.09 $197,818 - $219,636	-584 Reduced 3.1%	18,271 $6.86 Million
Q3 2019 Nov 13, 2019	SELL	$334.13 - $362.01 $233,891 - $253,407	-700 Reduced 3.58%	18,855 $6.65 Million
Q2 2019 Aug 14, 2019	SELL	$330.13 - $361.02 $689,311 - $753,809	-2,088 Reduced 9.65%	19,555 $6.93 Million
Q1 2019 Apr 29, 2019	SELL	$296.63 - $352.26 $1.67 Million - $1.98 Million	-5,627 Reduced 20.63%	21,643 $7.48 Million
Q4 2018 Feb 14, 2019	SELL	$284.96 - $364.55 $5.73 Million - $7.33 Million	-20,111 Reduced 42.45%	27,270 $8.25 Million
Q3 2018 Nov 14, 2018	SELL	$355.06 - $373.52 $2.21 Million - $2.32 Million	-6,211 Reduced 11.59%	47,381 $17.4 Million
Q2 2018 Jul 30, 2018	SELL	$333.64 - $365.14 $1.4 Million - $1.53 Million	-4,195 Reduced 7.26%	53,592 $19 Million
Q1 2018 May 04, 2018	SELL	$327.4 - $362.51 $896,093 - $992,189	-2,737 Reduced 4.52%	57,787 $0
Q4 2017 Feb 14, 2018	SELL	$329.2 - $347.26 $8.38 Million - $8.84 Million	-25,445 Reduced 29.6%	60,524 $0
Q3 2017 Nov 14, 2017	BUY	$308.35 - $326.33 $26.5 Million - $28.1 Million	85,969	85,969 $0

Others Institutions Holding MDY

# of Institutions

1,512

Shares Held

29.1M

Call Options Held

657K

Put Options Held

415K

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About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

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Choate Investment Advisors Spdr S&P Midcap 400 ETF Trust Transaction History