A detailed history of One Ascent Financial Services LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, One Ascent Financial Services LLC holds 1,471 shares of MDY stock, worth $833,321. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,471
Holding current value
$833,321
% of portfolio
0.07%

Shares

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

Feb 12, 2025

BUY
$563.99 - $620.12 $829,629 - $912,196
1,471 New
1,471 $838,000
Q2 2024

Jul 17, 2024

BUY
$516.55 - $556.17 $1.1 Million - $1.18 Million
2,127 Added 195.68%
3,214 $1.72 Million
Q1 2024

Apr 16, 2024

SELL
$491.35 - $556.4 $28,498 - $32,271
-58 Reduced 5.07%
1,087 $605,000
Q4 2023

Jan 11, 2024

BUY
$425.08 - $512.6 $486,716 - $586,927
1,145 New
1,145 $581,000

Others Institutions Holding MDY

About SPDR S&P MIDCAP 400 ETF TRUST


  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
Track This Portfolio

Track One Ascent Financial Services LLC Portfolio

Follow One Ascent Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Ascent Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Financial Services LLC with notifications on news.