Strategic Wealth Partners, Ltd. Spdr S&P Midcap 400 ETF Trust Transaction History

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 1,052 shares of MDY stock, worth $601,985. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,052
Previous 1,024 2.73%
Holding current value
$601,985
Previous $547,000 9.51%
% of portfolio
0.06%
Previous 0.06%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$523.84 - $572.02 $14,667 - $16,016
28 Added 2.73%
1,052 $599,000
Q1 2024

May 20, 2024
SELL
$491.35 - $556.4 $5,896 - $6,676
-12 Reduced 1.16%
1,024 $569,000
Q2 2023

May 20, 2024
BUY
$439.95 - $478.91 $7,919 - $8,620
18 Added 1.77%
1,036 $496,000
Q1 2023

Apr 24, 2023
SELL
$433.1 - $497.12 $24,253 - $27,838
-56 Reduced 5.21%
1,018 $466,000
Q4 2022

Apr 24, 2023
BUY
$409.49 - $470.66 $13,513 - $15,531
33 Added 3.17%
1,074 $475,000
Q3 2022

Apr 24, 2023
BUY
$401.58 - $481.07 $6,023 - $7,216
15 Added 1.46%
1,041 $418,000
Q2 2022

Aug 22, 2022
SELL
$402.57 - $493.76 $171,494 - $210,341
-426 Reduced 29.34%
1,026 $424,000
Q4 2021

Feb 11, 2022
SELL
$485.7 - $531.03 $85,968 - $93,992
-177 Reduced 10.87%
1,452 $751,000
Q3 2021

Nov 12, 2021
BUY
$468.36 - $506.04 $35,595 - $38,459
76 Added 4.89%
1,629 $783,000
Q2 2021

Aug 25, 2021
BUY
$475.11 - $504.81 $737,845 - $783,969
1,553 New
1,553 $763,000
Q4 2019

Jan 30, 2020
SELL
$338.73 - $376.09 $9,484 - $10,530
-28 Closed
0 $0
Q3 2019

Oct 28, 2019
BUY
$334.13 - $362.01 $9,355 - $10,136
28 New
28 $9,000
Q2 2019

Aug 06, 2019
SELL
$330.13 - $361.02 $70,647 - $77,258
-214 Closed
0 $0
Q1 2019

May 14, 2019
BUY
$296.63 - $352.26 $27,586 - $32,760
93 Added 76.86%
214 $75,000
Q4 2018

Jan 24, 2019
SELL
$284.96 - $364.55 $28,211 - $36,090
-99 Reduced 45.0%
121 $36,000
Q3 2018

Dec 06, 2018
SELL
$355.06 - $373.52 $48,288 - $50,798
-136 Reduced 38.2%
220 $81,000
Q2 2018

Sep 04, 2018
SELL
$333.64 - $365.14 $2.2 Million - $2.41 Million
-6,588 Reduced 94.87%
356 $126,000
Q1 2018

Jul 13, 2018
BUY
$327.4 - $362.51 $2.27 Million - $2.52 Million
6,944 New
6,944 $2.37 Million

Others Institutions Holding MDY

# of Institutions
1,421
Shares Held
28.7M
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 Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. 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 Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email