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

Sugarloaf Wealth Management, LLC

$480 Million
Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 109 shares of MDY stock, worth $61,644. This represents 0.01% of its overall portfolio holdings.

Number of Shares

109

Previous 125 12.8%

Holding current value

$61,644

Previous $71,000 12.68%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$563.99 - $620.12 $9,023 - $9,921	-16 Reduced 12.8%	109 $62,000
Q1 2023 Apr 26, 2023	SELL	$433.1 - $497.12 $18,190 - $20,879	-42 Reduced 25.15%	125 $57,000
Q4 2022 Feb 03, 2023	SELL	$409.49 - $470.66 $1,637 - $1,882	-4 Reduced 2.34%	167 $73,000
Q3 2022 Oct 11, 2022	SELL	$401.58 - $481.07 $11,645 - $13,951	-29 Reduced 14.5%	171 $69,000
Q2 2022 Jul 12, 2022	BUY	$402.57 - $493.76 $402 - $493	1 Added 0.5%	200 $83,000
Q1 2022 Apr 25, 2022	SELL	$459.24 - $521.7 $459 - $521	-1 Reduced 0.5%	199 $98,000
Q2 2021 Jul 20, 2021	BUY	$475.11 - $504.81 $475 - $504	1 Added 0.5%	200 $98,000
Q1 2020 Apr 15, 2020	SELL	$220.85 - $384.02 $28,931 - $50,306	-131 Reduced 39.7%	199 $52,000
Q4 2019 Jan 29, 2020	BUY	$338.73 - $376.09 $111,780 - $124,109	330 New	330 $124,000

Others Institutions Holding MDY

# of Institutions

1,524

Shares Held

29.2M

Call Options Held

723K

Put Options Held

407K

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