Holistic Financial Partners Spdr S&P Midcap 400 ETF Trust Transaction History

Holistic Financial Partners

  • $205 Million
  • Q3 2024

A detailed history of Holistic Financial Partners transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Holistic Financial Partners holds 1,368 shares of MDY stock, worth $773,754. This represents 0.38% of its overall portfolio holdings.

Number of Shares
1,368
Previous 1,401 2.36%
Holding current value
$773,754
Previous $749,000 4.01%
% of portfolio
0.38%
Previous 0.4%

Shares

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

Nov 07, 2024
SELL
$523.84 - $572.02 $17,286 - $18,876
-33 Reduced 2.36%
1,368 $779,000
Q2 2024

Jul 30, 2024
BUY
$516.55 - $556.17 $1,033 - $1,112
2 Added 0.14%
1,401 $749,000
Q1 2024

May 08, 2024
BUY
$491.35 - $556.4 $1,965 - $2,225
4 Added 0.29%
1,399 $778,000
Q4 2023

Feb 12, 2024
BUY
$425.08 - $512.6 $1,700 - $2,050
4 Added 0.29%
1,395 $707,000
Q3 2023

Nov 08, 2023
SELL
$450.89 - $498.33 $93,785 - $103,652
-208 Reduced 13.01%
1,391 $635,000
Q2 2023

Aug 09, 2023
BUY
$439.95 - $478.91 $1,319 - $1,436
3 Added 0.19%
1,599 $765,000
Q1 2023

May 04, 2023
SELL
$433.1 - $497.12 $37,679 - $43,249
-87 Reduced 5.17%
1,596 $731,000
Q4 2022

Feb 07, 2023
BUY
$409.49 - $470.66 $2,456 - $2,823
6 Added 0.36%
1,683 $745,000
Q3 2022

Nov 09, 2022
BUY
$401.58 - $481.07 $1,606 - $1,924
4 Added 0.24%
1,677 $674,000
Q2 2022

Aug 02, 2022
BUY
$402.57 - $493.76 $1,610 - $1,975
4 Added 0.24%
1,673 $692,000
Q2 2021

Aug 13, 2021
BUY
$475.11 - $504.81 $57,013 - $60,577
120 Added 7.75%
1,669 $819,000
Q3 2020

Nov 13, 2020
SELL
$318.46 - $358.67 $4,458 - $5,021
-14 Reduced 0.9%
1,549 $526,000
Q1 2020

May 05, 2020
SELL
$220.85 - $384.02 $3,091 - $5,376
-14 Reduced 0.89%
1,563 $411,000
Q4 2019

Feb 06, 2020
SELL
$338.73 - $376.09 $77,569 - $86,124
-229 Reduced 12.68%
1,577 $592,000
Q3 2019

Nov 07, 2019
SELL
$334.13 - $362.01 $42,100 - $45,613
-126 Reduced 6.52%
1,806 $636,000
Q2 2019

Aug 07, 2019
SELL
$330.13 - $361.02 $1,980 - $2,166
-6 Reduced 0.31%
1,932 $685,000
Q1 2019

May 07, 2019
SELL
$296.63 - $352.26 $56,656 - $67,281
-191 Reduced 8.97%
1,938 $669,000
Q4 2018

Feb 11, 2019
SELL
$284.96 - $364.55 $1,424 - $1,822
-5 Reduced 0.23%
2,129 $644,000
Q3 2018

Nov 05, 2018
BUY
$355.06 - $373.52 $757,698 - $797,091
2,134 New
2,134 $784,000
Q2 2018

Aug 14, 2018
SELL
$333.64 - $365.14 $737,010 - $806,594
-2,209 Closed
0 $0
Q1 2018

May 14, 2018
SELL
$327.4 - $362.51 $89,052 - $98,602
-272 Reduced 10.96%
2,209 $755,000
Q4 2017

Feb 09, 2018
BUY
$329.2 - $347.26 $816,745 - $861,552
2,481
2,481 $857,000

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
Track This Portfolio

Track Holistic Financial Partners Portfolio

Follow Holistic Financial Partners 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 Holistic Financial Partners, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Financial Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email