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

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,105 shares of MDY stock, worth $660,259. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,105
Holding current value
$660,259
% of portfolio
0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$563.99 - $620.12 $623,208 - $685,232
1,105 New
1,105 $629 Million
Q1 2024

Apr 15, 2024
SELL
$491.35 - $556.4 $19,654 - $22,256
-40 Reduced 5.12%
742 $413 Million
Q4 2023

Jan 16, 2024
BUY
$425.08 - $512.6 $119,872 - $144,553
282 Added 56.4%
782 $397 Million
Q3 2023

Oct 23, 2023
BUY
$450.89 - $498.33 $225,445 - $249,165
500 New
500 $228 Million

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
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