Confluence Wealth Services, Inc. Spdr S&P Midcap 400 ETF Trust Transaction History

Confluence Wealth Services, Inc.

  • $1.86 Billion
  • Q3 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 377 shares of MDY stock, worth $220,982. This represents 0.01% of its overall portfolio holdings.

Number of Shares
377
Previous 489 22.9%
Holding current value
$220,982
Previous $277,000 19.13%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
SELL
$567.09 - $607.37 $63,514 - $68,025
-112 Reduced 22.9%
377 $224,000
Q2 2025

Jul 22, 2025
BUY
$468.22 - $566.51 $228,959 - $277,023
489 New
489 $277,000
Q1 2024

Apr 22, 2024
SELL
$491.35 - $556.4 $369,003 - $417,856
-751 Reduced 66.58%
377 $209,000
Q4 2023

Jan 25, 2024
BUY
$425.08 - $512.6 $479,490 - $578,212
1,128 New
1,128 $572,000
Q1 2022

Apr 26, 2022
SELL
$459.24 - $521.7 $186,910 - $212,331
-407 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$485.7 - $531.03 $197,679 - $216,129
407 New
407 $210,000

Others Institutions Holding MDY

# of Institutions
1,558
Shares Held
28.3M
Call Options Held
620K
Put Options Held
497K
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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