Jfs Wealth Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 2,034 shares of MDY stock, worth $1.17 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,034
Previous 2,034 -0.0%
Holding current value
$1.17 Million
Previous $1.09 Million 6.43%
% of portfolio
0.08%
Previous 0.09%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
BUY
$516.55 - $556.17 $80,065 - $86,206
155 Added 8.25%
2,034 $1.09 Million
Q1 2024

Apr 30, 2024
BUY
$491.35 - $556.4 $382,270 - $432,879
778 Added 70.66%
1,879 $1.05 Million
Q4 2023

Feb 07, 2024
BUY
$425.08 - $512.6 $183,634 - $221,443
432 Added 64.57%
1,101 $558,000
Q4 2022

Feb 13, 2023
BUY
$409.49 - $470.66 $47,910 - $55,067
117 Added 21.2%
669 $296,000
Q4 2021

Feb 03, 2022
SELL
$485.7 - $531.03 $44,684 - $48,854
-92 Reduced 14.29%
552 $286,000
Q1 2021

Apr 28, 2021
SELL
$413.34 - $489.29 $26,867 - $31,803
-65 Reduced 9.17%
644 $307,000
Q3 2020

Oct 28, 2020
SELL
$318.46 - $358.67 $66,876 - $75,320
-210 Reduced 22.85%
709 $240,000
Q2 2020

Aug 05, 2020
BUY
$243.09 - $355.21 $51,048 - $74,594
210 Added 29.62%
919 $298,000
Q3 2019

Oct 31, 2019
SELL
$334.13 - $362.01 $180,430 - $195,485
-540 Reduced 43.23%
709 $250,000
Q2 2019

Aug 06, 2019
SELL
$330.13 - $361.02 $16,506 - $18,051
-50 Reduced 3.85%
1,249 $443,000
Q1 2019

Apr 23, 2019
BUY
$296.63 - $352.26 $296 - $352
1 Added 0.08%
1,299 $449,000
Q4 2018

Jan 28, 2019
SELL
$284.96 - $364.55 $11,398 - $14,582
-40 Reduced 2.99%
1,298 $393,000
Q3 2018

Nov 09, 2018
SELL
$355.06 - $373.52 $17,042 - $17,928
-48 Reduced 3.46%
1,338 $492,000
Q1 2018

Apr 26, 2018
BUY
$327.4 - $362.51 $327 - $362
1 Added 0.07%
1,386 $474,000
Q3 2017

Oct 20, 2017
BUY
$308.35 - $326.33 $427,064 - $451,967
1,385
1,385 $452,000

Others Institutions Holding MDY

# of Institutions
1,421
Shares Held
28.7M
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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