Clientfirst Wealth Management, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Clientfirst Wealth Management, LLC

  • $98.1 Million
  • Q4 2024

A detailed history of Clientfirst Wealth Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 3,741 shares of MDY stock, worth $2.2 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
3,741
Previous 3,789 1.27%
Holding current value
$2.2 Million
Previous $1.73 Million 23.12%
% of portfolio
2.17%
Previous 2.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$563.99 - $620.12 $27,071 - $29,765
-48 Reduced 1.27%
3,741 $2.13 Million
Q4 2021

Apr 01, 2022
BUY
$485.7 - $531.03 $1.84 Million - $2.01 Million
3,789 New
3,789 $1.88 Million

Others Institutions Holding MDY

# of Institutions
1,457
Shares Held
27.4M
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
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