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

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,232 shares of MDY stock, worth $1.89 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
3,232
Previous 3,272 1.22%
Holding current value
$1.89 Million
Previous $1.85 Billion 3.94%
% of portfolio
0.35%
Previous 0.35%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$567.09 - $607.37 $22,683 - $24,294
-40 Reduced 1.22%
3,232 $1.93 Billion
Q2 2025

Aug 11, 2025
SELL
$468.22 - $566.51 $16,855 - $20,394
-36 Reduced 1.09%
3,272 $1.85 Billion
Q1 2025

May 06, 2025
SELL
$522.96 - $601.18 $9,413 - $10,821
-18 Reduced 0.54%
3,308 $1.77 Billion
Q4 2024

Jan 27, 2025
SELL
$563.99 - $620.12 $1.78 Million - $1.95 Million
-3,152 Reduced 48.66%
3,326 $1.89 Billion
Q3 2024

Oct 28, 2024
SELL
$523.84 - $572.02 $8,905 - $9,724
-17 Reduced 0.26%
6,478 $3.69 Billion
Q2 2024

Sep 11, 2024
SELL
$516.55 - $556.17 $49,072 - $52,836
-95 Reduced 1.44%
6,495 $3.48 Billion
Q1 2024

Sep 11, 2024
SELL
$491.35 - $556.4 $1,965 - $2,225
-4 Reduced 0.06%
6,590 $3.67 Billion
Q3 2023

Sep 11, 2024
SELL
$450.89 - $498.33 $44,638 - $49,334
-99 Reduced 1.48%
6,594 $3.01 Billion
Q1 2023

Sep 11, 2024
BUY
$433.1 - $497.12 $433 - $497
1 Added 0.01%
6,693 $3.07 Billion
Q4 2022

Sep 11, 2024
SELL
$409.49 - $470.66 $6,961 - $8,001
-17 Reduced 0.25%
6,692 $2.96 Billion
Q3 2022

Sep 11, 2024
SELL
$401.58 - $481.07 $12,047 - $14,432
-30 Reduced 0.45%
6,709 $2.69 Billion
Q2 2022

Sep 11, 2024
SELL
$402.57 - $493.76 $5,635 - $6,912
-14 Reduced 0.21%
6,739 $2.79 Billion
Q1 2022

Sep 11, 2024
SELL
$459.24 - $521.7 $20,206 - $22,954
-44 Reduced 0.65%
6,753 $3.31 Billion
Q4 2021

Sep 10, 2024
BUY
$485.7 - $531.03 $1,942 - $2,124
4 Added 0.06%
6,797 $3.52 Billion
Q3 2021

Sep 10, 2024
BUY
$468.36 - $506.04 $468 - $506
1 Added 0.01%
6,793 $3.27 Billion
Q2 2021

Sep 10, 2024
BUY
$475.11 - $504.81 $475 - $504
1 Added 0.01%
6,792 $3.34 Billion
Q1 2021

Sep 10, 2024
SELL
$413.34 - $489.29 $13,226 - $15,657
-32 Reduced 0.47%
6,791 $3.23 Billion
Q4 2020

Sep 10, 2024
SELL
$343.51 - $421.75 $14,770 - $18,135
-43 Reduced 0.63%
6,823 $2.86 Billion
Q3 2020

Sep 10, 2024
SELL
$318.46 - $358.67 $70,061 - $78,907
-220 Reduced 3.1%
6,866 $2.33 Billion
Q2 2020

Sep 10, 2024
BUY
$243.09 - $355.21 $135,887 - $198,562
559 Added 8.56%
7,086 $2.3 Billion
Q1 2020

Sep 10, 2024
BUY
$220.85 - $384.02 $188,164 - $327,185
852 Added 15.01%
6,527 $1.72 Billion
Q4 2019

Sep 09, 2024
BUY
$338.73 - $376.09 $1.92 Million - $2.13 Million
5,675 New
5,675 $2.13 Billion

Others Institutions Holding MDY

# of Institutions
1,557
Shares Held
28.6M
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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