Lutz Financial Services LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Lutz Financial Services LLC

$1.24 Billion
Q4 2024

A detailed history of Lutz Financial Services LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Lutz Financial Services LLC holds 19,208 shares of MDY stock, worth $11.2 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

19,208

Previous 19,518 1.59%

Holding current value

$11.2 Million

Previous $11.1 Million 1.6%

% of portfolio

0.88%

Previous 0.9%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$563.99 - $620.12 $174,836 - $192,237	-310 Reduced 1.59%	19,208 $10.9 Million
Q3 2024 Oct 29, 2024	SELL	$523.84 - $572.02 $28,287 - $30,889	-54 Reduced 0.28%	19,518 $11.1 Million
Q2 2024 Jul 29, 2024	SELL	$516.55 - $556.17 $12,913 - $13,904	-25 Reduced 0.13%	19,572 $10.5 Million
Q1 2024 May 03, 2024	SELL	$491.35 - $556.4 $16,214 - $18,361	-33 Reduced 0.17%	19,597 $10.9 Million
Q4 2023 Feb 07, 2024	SELL	$425.08 - $512.6 $44,208 - $53,310	-104 Reduced 0.53%	19,630 $9.96 Million
Q3 2023 Nov 03, 2023	SELL	$450.89 - $498.33 $140,226 - $154,980	-311 Reduced 1.55%	19,734 $9.01 Million
Q1 2023 May 01, 2023	SELL	$433.1 - $497.12 $6,496 - $7,456	-15 Reduced 0.07%	20,045 $9.19 Million
Q4 2022 Feb 06, 2023	SELL	$409.49 - $470.66 $8,599 - $9,883	-21 Reduced 0.1%	20,060 $8.88 Million
Q3 2022 Oct 21, 2022	SELL	$401.58 - $481.07 $1,204 - $1,443	-3 Reduced 0.01%	20,081 $8.07 Million
Q1 2022 Apr 25, 2022	SELL	$459.24 - $521.7 $70,263 - $79,820	-153 Reduced 0.76%	20,084 $9.85 Million
Q4 2021 Jan 19, 2022	SELL	$485.7 - $531.03 $33,999 - $37,172	-70 Reduced 0.34%	20,237 $10.5 Million
Q3 2021 Oct 27, 2021	SELL	$468.36 - $506.04 $2,341 - $2,530	-5 Reduced 0.02%	20,307 $9.77 Million
Q2 2021 Jul 26, 2021	SELL	$475.11 - $504.81 $84,569 - $89,856	-178 Reduced 0.87%	20,312 $9.97 Million
Q1 2021 Apr 27, 2021	SELL	$413.34 - $489.29 $128,962 - $152,658	-312 Reduced 1.5%	20,490 $9.75 Million
Q4 2020 Feb 12, 2021	SELL	$343.51 - $421.75 $386,792 - $474,890	-1,126 Reduced 5.13%	20,802 $8.74 Million
Q3 2020 Nov 05, 2020	SELL	$318.46 - $358.67 $14,649 - $16,498	-46 Reduced 0.21%	21,928 $7.43 Million
Q2 2020 Jul 28, 2020	SELL	$243.09 - $355.21 $54,209 - $79,211	-223 Reduced 1.0%	21,974 $7.13 Million
Q1 2020 Apr 27, 2020	SELL	$220.85 - $384.02 $97,174 - $168,968	-440 Reduced 1.94%	22,197 $5.84 Million
Q4 2019 Feb 03, 2020	SELL	$338.73 - $376.09 $36,244 - $40,241	-107 Reduced 0.47%	22,637 $8.5 Million
Q3 2019 Oct 31, 2019	SELL	$334.13 - $362.01 $76,181 - $82,538	-228 Reduced 0.99%	22,744 $8.02 Million
Q2 2019 Aug 13, 2019	SELL	$330.13 - $361.02 $43,577 - $47,654	-132 Reduced 0.57%	22,972 $8.15 Million
Q1 2019 May 06, 2019	SELL	$296.63 - $352.26 $16,018 - $19,022	-54 Reduced 0.23%	23,104 $7.98 Million
Q4 2018 Feb 13, 2019	SELL	$284.96 - $364.55 $104,580 - $133,789	-367 Reduced 1.56%	23,158 $7.01 Million
Q3 2018 Nov 13, 2018	BUY	$355.06 - $373.52 $3.15 Million - $3.31 Million	8,864 Added 60.46%	23,525 $8.64 Million
Q2 2018 Aug 15, 2018	SELL	$333.64 - $365.14 $40,704 - $44,547	-122 Reduced 0.83%	14,661 $5.21 Million
Q1 2018 Apr 17, 2018	SELL	$327.4 - $362.51 $34,377 - $38,063	-105 Reduced 0.71%	14,783 $5.05 Million
Q4 2017 Apr 17, 2018	BUY	$329.2 - $347.26 $4.9 Million - $5.17 Million	14,888	14,888 $5.14 Million

Others Institutions Holding MDY

# of Institutions

1,453

Shares Held

27.4M

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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Lutz Financial Services LLC Spdr S&P Midcap 400 ETF Trust Transaction History