A detailed history of Evolution Wealth Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 595 shares of MDY stock, worth $348,765. This represents 0.05% of its overall portfolio holdings.

Number of Shares
595
Previous 595 -0.0%
Holding current value
$348,765
Previous $337,000 5.04%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

SELL
$468.22 - $566.51 $37,457 - $45,320
-80 Reduced 11.85%
595 $337,000
Q4 2024

Jan 17, 2025

BUY
$563.99 - $620.12 $380,693 - $418,581
675 New
675 $384,000
Q4 2021

Jan 28, 2022

SELL
$485.7 - $531.03 $48,570 - $53,103
-100 Closed
0 $0
Q3 2020

Oct 15, 2020

BUY
$318.46 - $358.67 $31,845 - $35,867
100 New
100 $34,000

Others Institutions Holding MDY

About SPDR S&P MIDCAP 400 ETF TRUST


  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
Track This Portfolio

Track Evolution Wealth Advisors, LLC Portfolio

Follow Evolution Wealth Advisors, 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 Evolution Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evolution Wealth Advisors, LLC with notifications on news.