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

Lowe Wealth Advisors, LLC

$232 Million
Q4 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 4,300 shares of MDY stock, worth $2.57 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

4,300

Previous 4,181 2.85%

Holding current value

$2.57 Million

Previous $2.38 Million 2.86%

% of portfolio

1.06%

Previous 1.04%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$563.99 - $620.12 $67,114 - $73,794	119 Added 2.85%	4,300 $2.45 Million
Q3 2024 Oct 02, 2024	BUY	$523.84 - $572.02 $189,630 - $207,071	362 Added 9.48%	4,181 $2.38 Million
Q2 2024 Jul 09, 2024	SELL	$516.55 - $556.17 $25,827 - $27,808	-50 Reduced 1.29%	3,819 $2.04 Million
Q1 2024 Apr 08, 2024	BUY	$491.35 - $556.4 $18,179 - $20,586	37 Added 0.97%	3,869 $2.15 Million
Q4 2023 Jan 04, 2024	BUY	$425.08 - $512.6 $9,776 - $11,789	23 Added 0.6%	3,832 $1.94 Million
Q3 2023 Oct 20, 2023	BUY	$450.89 - $498.33 $52,754 - $58,304	117 Added 3.17%	3,809 $1.74 Million
Q2 2023 Jul 06, 2023	SELL	$439.95 - $478.91 $21,117 - $22,987	-48 Reduced 1.28%	3,692 $1.77 Million
Q1 2023 Apr 05, 2023	BUY	$433.1 - $497.12 $6,496 - $7,456	15 Added 0.4%	3,740 $1.71 Million
Q4 2022 Jan 17, 2023	BUY	$409.49 - $470.66 $11,056 - $12,707	27 Added 0.73%	3,725 $0
Q3 2022 Oct 06, 2022	SELL	$401.58 - $481.07 $57,024 - $68,311	-142 Reduced 3.7%	3,698 $1.49 Million
Q2 2022 Jul 07, 2022	SELL	$402.57 - $493.76 $76,085 - $93,320	-189 Reduced 4.69%	3,840 $1.59 Million
Q1 2022 Apr 08, 2022	SELL	$459.24 - $521.7 $44,546 - $50,604	-97 Reduced 2.35%	4,029 $1.98 Million
Q4 2021 Jan 18, 2022	BUY	$485.7 - $531.03 $47,112 - $51,509	97 Added 2.41%	4,126 $2.14 Million
Q3 2021 Oct 05, 2021	SELL	$468.36 - $506.04 $72,595 - $78,436	-155 Reduced 3.7%	4,029 $1.94 Million
Q2 2021 Jul 01, 2021	SELL	$475.11 - $504.81 $16,153 - $17,163	-34 Reduced 0.81%	4,184 $2.05 Million
Q1 2021 Apr 06, 2021	BUY	$413.34 - $489.29 $23,973 - $28,378	58 Added 1.39%	4,218 $2.01 Million
Q4 2020 Jan 07, 2021	SELL	$343.51 - $421.75 $6,870 - $8,435	-20 Reduced 0.48%	4,160 $1.75 Million
Q3 2020 Oct 16, 2020	BUY	$318.46 - $358.67 $14,649 - $16,498	46 Added 1.11%	4,180 $1.42 Million
Q2 2020 Jul 08, 2020	SELL	$243.09 - $355.21 $112,550 - $164,462	-463 Reduced 10.07%	4,134 $1.34 Million
Q1 2020 Apr 10, 2020	SELL	$220.85 - $384.02 $66,696 - $115,974	-302 Reduced 6.16%	4,597 $1.21 Million
Q4 2019 Jan 15, 2020	SELL	$338.73 - $376.09 $15,920 - $17,676	-47 Reduced 0.95%	4,899 $1.84 Million
Q3 2019 Oct 08, 2019	SELL	$334.13 - $362.01 $16,706 - $18,100	-50 Reduced 1.0%	4,946 $1.74 Million
Q2 2019 Jul 10, 2019	BUY	$330.13 - $361.02 $2,641 - $2,888	8 Added 0.16%	4,996 $1.77 Million
Q1 2019 Apr 08, 2019	SELL	$296.63 - $352.26 $3,856 - $4,579	-13 Reduced 0.26%	4,988 $1.72 Million
Q4 2018 Jan 10, 2019	SELL	$284.96 - $364.55 $55,567 - $71,087	-195 Reduced 3.75%	5,001 $1.51 Million
Q3 2018 Oct 30, 2018	BUY	$355.06 - $373.52 $26,274 - $27,640	74 Added 1.44%	5,196 $1.91 Million
Q2 2018 Jul 12, 2018	SELL	$333.64 - $365.14 $20,352 - $22,273	-61 Reduced 1.18%	5,122 $1.82 Million
Q1 2018 Apr 06, 2018	SELL	$327.4 - $362.51 $10,804 - $11,962	-33 Reduced 0.63%	5,183 $1.77 Million
Q4 2017 Jan 18, 2018	SELL	$329.2 - $347.26 $14,814 - $15,626	-45 Reduced 0.86%	5,216 $1.8 Million
Q3 2017 Oct 05, 2017	BUY	$308.35 - $326.33 $1.62 Million - $1.72 Million	5,261	5,261 $1.72 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

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

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