New Edge Wealth, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, New Edge Wealth, LLC holds 14,075 shares of MDY stock, worth $7.88 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

14,075

Previous 1,002 1304.69%

Holding current value

$7.88 Million

Previous $570,000 1306.32%

% of portfolio

0.14%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$563.99 - $620.12 $7.37 Million - $8.11 Million	13,073 Added 1304.69%	14,075 $8.02 Million
Q3 2024 Nov 12, 2024	BUY	$523.84 - $572.02 $85,385 - $93,239	163 Added 19.43%	1,002 $570,000
Q2 2024 Aug 01, 2024	BUY	$516.55 - $556.17 $66,634 - $71,745	129 Added 18.17%	839 $448,000
Q1 2024 May 06, 2024	SELL	$491.35 - $556.4 $25,058 - $28,376	-51 Reduced 6.7%	710 $395,000
Q4 2023 Jan 29, 2024	BUY	$425.08 - $512.6 $48,459 - $58,436	114 Added 17.62%	761 $386,000
Q3 2023 Nov 08, 2023	BUY	$450.89 - $498.33 $291,725 - $322,419	647 New	647 $295,000
Q4 2022 Feb 14, 2023	BUY	$409.49 - $470.66 $2.27 Million - $2.6 Million	5,532 New	5,532 $2.45 Million
Q1 2022 May 10, 2022	SELL	$459.24 - $521.7 $1.47 Million - $1.67 Million	-3,203 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$485.7 - $531.03 $1.56 Million - $1.7 Million	3,203 New	3,203 $1.66 Million

Others Institutions Holding MDY

# of Institutions

1,526

Shares Held

29.2M

Call Options Held

723K

Put Options Held

407K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

More about MDY

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New Edge Wealth, LLC Spdr S&P Midcap 400 ETF Trust Transaction History