Orgel Wealth Management, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Orgel Wealth Management, LLC

  • $3.69 Billion
  • Q4 2024

A detailed history of Orgel Wealth Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 1,637 shares of MDY stock, worth $978,140. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,637
Previous 1,606 1.93%
Holding current value
$978,140
Previous $914,000 1.97%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 15, 2025
BUY
$563.99 - $620.12 $17,483 - $19,223
31 Added 1.93%
1,637 $932,000
Q3 2024

Oct 17, 2024
BUY
$523.84 - $572.02 $177,057 - $193,342
338 Added 26.66%
1,606 $914,000
Q2 2024

Jul 22, 2024
BUY
$516.55 - $556.17 $32,542 - $35,038
63 Added 5.23%
1,268 $678,000
Q1 2024

Apr 15, 2024
SELL
$491.35 - $556.4 $22,602 - $25,594
-46 Reduced 3.68%
1,205 $670,000
Q4 2023

Jan 11, 2024
BUY
$425.08 - $512.6 $1,700 - $2,050
4 Added 0.32%
1,251 $634,000
Q3 2023

Oct 26, 2023
SELL
$450.89 - $498.33 $64,928 - $71,759
-144 Reduced 10.35%
1,247 $569,000
Q2 2023

Jul 10, 2023
SELL
$439.95 - $478.91 $40,915 - $44,538
-93 Reduced 6.27%
1,391 $666,000
Q1 2023

Apr 06, 2023
SELL
$433.1 - $497.12 $433 - $497
-1 Reduced 0.07%
1,484 $680,000
Q4 2022

Jan 17, 2023
SELL
$409.49 - $470.66 $58,557 - $67,304
-143 Reduced 8.78%
1,485 $0
Q3 2022

Oct 25, 2022
BUY
$401.58 - $481.07 $5,220 - $6,253
13 Added 0.8%
1,628 $654,000
Q4 2021

Jan 24, 2022
SELL
$485.7 - $531.03 $3,885 - $4,248
-8 Reduced 0.49%
1,615 $836,000
Q3 2019

Oct 15, 2019
BUY
$334.13 - $362.01 $16,706 - $18,100
50 Added 3.18%
1,623 $572,000
Q2 2019

Jul 12, 2019
SELL
$330.13 - $361.02 $102,670 - $112,277
-311 Reduced 16.51%
1,573 $558,000
Q2 2018

Jul 16, 2018
SELL
$333.64 - $365.14 $123,446 - $135,101
-370 Reduced 16.42%
1,884 $669,000
Q4 2017

Feb 09, 2018
BUY
$329.2 - $347.26 $121,804 - $128,486
370 Added 19.64%
2,254 $779,000
Q3 2017

Nov 13, 2017
BUY
$308.35 - $326.33 $580,931 - $614,805
1,884
1,884 $615,000

Others Institutions Holding MDY

# of Institutions
1,436
Shares Held
26.9M
Call Options Held
428K
Put Options Held
269K
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
Track This Portfolio

Track Orgel Wealth Management, LLC Portfolio

Follow Orgel Wealth Management, 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 Orgel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orgel Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email