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

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024

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 1,020 shares of MDY stock, worth $544,149. This represents 0.31% of its overall portfolio holdings.

Number of Shares
1,020
Previous 762 33.86%
Holding current value
$544,149
Previous $434 Million 33.84%
% of portfolio
0.31%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,531
Shares Held
29.2M
Call Options Held
723K
Put Options Held
407K
View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

MDY Quotes by TradingView
  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
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