Optivise Advisory Services LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Optivise Advisory Services LLC

$173 Billion
Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Optivise Advisory Services LLC holds 572 shares of MDY stock, worth $335,283. This represents 0.2% of its overall portfolio holdings.

Number of Shares

572

Previous 781 26.76%

Holding current value

$335,283

Previous $465 Million 25.87%

% of portfolio

0.2%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$577.77 - $604.78 $120,753 - $126,399	-209 Reduced 26.76%	572 $345 Million
Q3 2025 Oct 17, 2025	SELL	$567.09 - $607.37 $2,268 - $2,429	-4 Reduced 0.51%	781 $465 Million
Q2 2025 Aug 05, 2025	BUY	$468.22 - $566.51 $77,724 - $94,040	166 Added 26.82%	785 $445 Million
Q1 2025 Apr 18, 2025	SELL	$522.96 - $601.18 $209,706 - $241,073	-401 Reduced 39.31%	619 $330 Million
Q4 2024 Feb 13, 2025	BUY	$563.99 - $620.12 $145,509 - $159,990	258 Added 33.86%	1,020 $581 Million

Q3 2024 Nov 12, 2024	BUY	$523.84 - $572.02 $399,166 - $435,879	762 New	762 $434 Million
Q2 2024 Nov 14, 2024	SELL	$516.55 - $556.17 $7,231 - $7,786	-14 Reduced 1.84%	748 $400 Million

Others Institutions Holding MDY

# of Institutions

1,578

Shares Held

28.4M

Call Options Held

618K

Put Options Held

497K

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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Optivise Advisory Services LLC Spdr S&P Midcap 400 ETF Trust Transaction History