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

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 16,578 shares of MDY stock, worth $9.38 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
16,578
Previous 16,726 0.88%
Holding current value
$9.38 Million
Previous $8.95 Million 5.52%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Nov 14, 2024
SELL
$523.84 - $572.02 $77,528 - $84,658
-148 Reduced 0.88%
16,578 $9.44 Million
Q2 2024

Aug 14, 2024
SELL
$516.55 - $556.17 $830,095 - $893,765
-1,607 Reduced 8.77%
16,726 $8.95 Million
Q1 2024

May 15, 2024
SELL
$491.35 - $556.4 $843,647 - $955,338
-1,717 Reduced 8.56%
18,333 $10.2 Million
Q4 2023

Feb 14, 2024
SELL
$425.08 - $512.6 $85,441 - $103,032
-201 Reduced 0.99%
20,050 $10.2 Million
Q3 2023

Nov 14, 2023
SELL
$450.89 - $498.33 $110,468 - $122,090
-245 Reduced 1.2%
20,251 $9.25 Million
Q2 2023

Aug 04, 2023
SELL
$439.95 - $478.91 $73,471 - $79,977
-167 Reduced 0.81%
20,496 $9.82 Million
Q1 2023

May 15, 2023
SELL
$433.1 - $497.12 $32,482 - $37,284
-75 Reduced 0.36%
20,663 $9.47 Million
Q4 2022

Feb 14, 2023
BUY
$409.49 - $470.66 $217,029 - $249,449
530 Added 2.62%
20,738 $9.18 Million
Q3 2022

Nov 14, 2022
SELL
$401.58 - $481.07 $30,118 - $36,080
-75 Reduced 0.37%
20,208 $8.12 Million
Q2 2022

Aug 15, 2022
SELL
$402.57 - $493.76 $32,205 - $39,500
-80 Reduced 0.39%
20,283 $8.39 Million
Q1 2022

May 16, 2022
SELL
$459.24 - $521.7 $59,701 - $67,821
-130 Reduced 0.63%
20,363 $9.99 Million
Q4 2021

Feb 14, 2022
SELL
$485.7 - $531.03 $50,998 - $55,758
-105 Reduced 0.51%
20,493 $10.6 Million
Q3 2021

Nov 15, 2021
SELL
$468.36 - $506.04 $154,090 - $166,487
-329 Reduced 1.57%
20,598 $9.91 Million
Q2 2021

Aug 16, 2021
BUY
$475.11 - $504.81 $950 - $1,009
2 Added 0.01%
20,927 $10.3 Million
Q1 2021

May 17, 2021
SELL
$413.34 - $489.29 $465,007 - $550,451
-1,125 Reduced 5.1%
20,925 $9.96 Million
Q4 2020

Feb 16, 2021
SELL
$343.51 - $421.75 $444,845 - $546,166
-1,295 Reduced 5.55%
22,050 $9.26 Million
Q3 2020

Nov 16, 2020
SELL
$318.46 - $358.67 $179,611 - $202,289
-564 Reduced 2.36%
23,345 $7.91 Million
Q2 2020

Aug 13, 2020
SELL
$243.09 - $355.21 $752,363 - $1.1 Million
-3,095 Reduced 11.46%
23,909 $7.76 Million
Q1 2020

May 14, 2020
SELL
$220.85 - $384.02 $197,219 - $342,929
-893 Reduced 3.2%
27,004 $7.1 Million
Q4 2019

Feb 13, 2020
SELL
$338.73 - $376.09 $301,130 - $334,344
-889 Reduced 3.09%
27,897 $10.5 Million
Q3 2019

Nov 14, 2019
BUY
$334.13 - $362.01 $244,583 - $264,991
732 Added 2.61%
28,786 $10.1 Million
Q2 2019

Aug 13, 2019
SELL
$330.13 - $361.02 $8.77 Million - $9.59 Million
-26,564 Closed
0 $0
Q1 2019

May 14, 2019
BUY
$296.63 - $352.26 $352,693 - $418,837
1,189 Added 4.69%
26,564 $9.18 Million
Q4 2018

Feb 13, 2019
SELL
$284.96 - $364.55 $2,849 - $3,645
-10 Reduced 0.04%
25,375 $7.68 Million
Q3 2018

Nov 13, 2018
BUY
$355.06 - $373.52 $667,512 - $702,217
1,880 Added 8.0%
25,385 $9.33 Million
Q2 2018

Aug 14, 2018
BUY
$333.64 - $365.14 $700,644 - $766,794
2,100 Added 9.81%
23,505 $8.35 Million
Q1 2018

May 15, 2018
BUY
$327.4 - $362.51 $271,742 - $300,883
830 Added 4.03%
21,405 $7.31 Million
Q4 2017

Feb 13, 2018
SELL
$329.2 - $347.26 $251,508 - $265,306
-764 Reduced 3.58%
20,575 $7.11 Million
Q3 2017

Nov 13, 2017
BUY
$308.35 - $326.33 $6.58 Million - $6.96 Million
21,339
21,339 $6.96 Million

Others Institutions Holding MDY

# of Institutions
1,423
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
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