Sax Wealth Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 926 shares of MDY stock, worth $542,784. This represents 0.03% of its overall portfolio holdings.

Number of Shares
926
Previous 1,100 15.82%
Holding current value
$542,784
Previous $655,000 17.25%
% of portfolio
0.03%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
$577.77 - $604.78 $100,531 - $105,231
-174 Reduced 15.82%
926 $542,000
Q3 2025

Oct 20, 2025
BUY
$567.09 - $607.37 $251,220 - $269,064
443 Added 67.43%
1,100 $655,000
Q2 2025

Jul 23, 2025
BUY
$468.22 - $566.51 $10,300 - $12,463
22 Added 3.46%
657 $372,000
Q3 2024

Oct 17, 2024
BUY
$523.84 - $572.02 $59,717 - $65,210
114 Added 21.88%
635 $361,000
Q2 2024

Jul 12, 2024
BUY
$516.55 - $556.17 $72,317 - $77,863
140 Added 36.75%
521 $278,000
Q1 2024

May 13, 2024
BUY
$491.35 - $556.4 $187,204 - $211,988
381 New
381 $211,000
Q1 2022

Apr 20, 2022
SELL
$459.24 - $521.7 $1.41 Million - $1.61 Million
-3,081 Closed
0 $0
Q2 2021

Aug 12, 2021
SELL
$475.11 - $504.81 $522,621 - $555,291
-1,100 Reduced 26.31%
3,081 $1.51 Million
Q1 2021

May 14, 2021
BUY
$413.34 - $489.29 $454,674 - $538,219
1,100 Added 35.7%
4,181 $1.99 Million
Q4 2020

Feb 16, 2021
BUY
$343.51 - $421.75 $1.06 Million - $1.3 Million
3,081 New
3,081 $1.29 Million

Others Institutions Holding MDY

# of Institutions
1,565
Shares Held
28.4M
Call Options Held
620K
Put Options Held
497K
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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