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

Concentric Wealth Management, LLC

  • $473 Million
  • Q3 2024

A detailed history of Concentric Wealth Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 460 shares of MDY stock, worth $274,859. This represents 0.06% of its overall portfolio holdings.

Number of Shares
460
Previous 460 -0.0%
Holding current value
$274,859
Previous $246,000 6.5%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 10, 2023
BUY
$409.49 - $470.66 $188,365 - $216,503
460 New
460 $203,000
Q2 2022

Aug 12, 2022
SELL
$402.57 - $493.76 $198,869 - $243,917
-494 Closed
0 $0
Q4 2020

Feb 10, 2021
BUY
$343.51 - $421.75 $169,693 - $208,344
494 New
494 $207,000

Others Institutions Holding MDY

# of Institutions
1,436
Shares Held
26.9M
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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