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

Summit Financial Wealth Advisors, LLC

  • $505 Million
  • Q3 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 387 shares of MDY stock, worth $226,038. This represents 0.04% of its overall portfolio holdings.

Number of Shares
387
Previous 386 0.26%
Holding current value
$226,038
Previous $206,000 6.8%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 13, 2024
BUY
$523.84 - $572.02 $523 - $572
1 Added 0.26%
387 $220,000
Q2 2024

Aug 12, 2024
BUY
$516.55 - $556.17 $516 - $556
1 Added 0.26%
386 $206,000
Q1 2024

May 02, 2024
BUY
$491.35 - $556.4 $189,169 - $214,214
385 New
385 $214,000
Q4 2022

Jan 17, 2023
BUY
$409.49 - $470.66 $818 - $941
2 Added 0.11%
1,853 $0
Q3 2022

Oct 28, 2022
BUY
$401.58 - $481.07 $401 - $481
1 Added 0.05%
1,851 $807,000
Q2 2022

Jul 26, 2022
BUY
$402.57 - $493.76 $744,754 - $913,456
1,850 New
1,850 $814,000
Q1 2022

May 06, 2022
SELL
$459.24 - $521.7 $848,675 - $964,101
-1,848 Closed
0 $0
Q4 2021

Jan 12, 2022
BUY
$485.7 - $531.03 $897,573 - $981,343
1,848 New
1,848 $964,000
Q2 2021

Aug 09, 2021
SELL
$475.11 - $504.81 $876,102 - $930,869
-1,844 Closed
0 $0
Q1 2021

Apr 23, 2021
BUY
$413.34 - $489.29 $762,198 - $902,250
1,844 New
1,844 $774,000
Q4 2020

Jan 11, 2021
SELL
$343.51 - $421.75 $684,958 - $840,969
-1,994 Closed
0 $0
Q3 2020

Nov 09, 2020
BUY
$318.46 - $358.67 $636 - $717
2 Added 0.1%
1,994 $704,000
Q2 2020

Jul 16, 2020
BUY
$243.09 - $355.21 $484,235 - $707,578
1,992 New
1,992 $644,000
Q4 2019

Jan 28, 2020
SELL
$338.73 - $376.09 $326,535 - $362,550
-964 Closed
0 $0
Q3 2019

Nov 05, 2019
BUY
$334.13 - $362.01 $668 - $724
2 Added 0.21%
964 $336,000
Q1 2019

May 01, 2019
BUY
$296.63 - $352.26 $285,358 - $338,874
962 New
962 $337,000
Q4 2018

Feb 01, 2019
SELL
$284.96 - $364.55 $170,976 - $218,730
-600 Closed
0 $0
Q3 2018

Oct 22, 2018
BUY
$355.06 - $373.52 $213,036 - $224,112
600 New
600 $205,000
Q3 2017

Nov 06, 2017
SELL
$308.35 - $326.33 $604,057 - $639,280
-1,959 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
1,959
1,959 $622,000

Others Institutions Holding MDY

# of Institutions
1,453
Shares Held
27.4M
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 Summit Financial Wealth Advisors, LLC Portfolio

Follow Summit Financial Wealth Advisors, 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 Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email