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

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024

A detailed history of Evermay Wealth Management LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Evermay Wealth Management LLC holds 250 shares of MDY stock, worth $149,380. This represents 0.02% of its overall portfolio holdings.

Number of Shares
250
Previous 250 -0.0%
Holding current value
$149,380
Previous $142,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 13, 2021
BUY
$475.11 - $504.81 $118,777 - $126,202
250 New
250 $123,000
Q4 2019

Feb 11, 2020
SELL
$338.73 - $376.09 $431,542 - $479,138
-1,274 Closed
0 $0
Q3 2017

Oct 23, 2017
BUY
$308.35 - $326.33 $392,837 - $415,744
1,274
1,274 $416,000

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
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email