Wambolt & Associates, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Wambolt & Associates, LLC

  • $342 Million
  • Q2 2024

A detailed history of Wambolt & Associates, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Wambolt & Associates, LLC holds 400 shares of MDY stock, worth $230,676. This represents 0.06% of its overall portfolio holdings.

Number of Shares
400
Previous 400 -0.0%
Holding current value
$230,676
Previous $222,000 3.6%
% of portfolio
0.06%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024
BUY
$425.08 - $512.6 $170,032 - $205,040
400 New
400 $202,000
Q4 2022

Jan 31, 2023
BUY
$409.49 - $470.66 $188,365 - $216,503
460 New
460 $203,000
Q2 2022

Aug 01, 2022
SELL
$402.57 - $493.76 $191,623 - $235,029
-476 Closed
0 $0
Q1 2022

May 10, 2022
SELL
$459.24 - $521.7 $54,649 - $62,082
-119 Reduced 20.0%
476 $235,000
Q2 2021

Aug 13, 2021
BUY
$475.11 - $504.81 $64,139 - $68,149
135 Added 29.35%
595 $295,000
Q1 2021

Apr 19, 2021
BUY
$413.34 - $489.29 $190,136 - $225,073
460 New
460 $222,000

Others Institutions Holding MDY

# of Institutions
1,388
Shares Held
27.8M
Call Options Held
181K
Put Options Held
241K
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 Wambolt & Associates, LLC Portfolio

Follow Wambolt & Associates, 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 Wambolt & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wambolt & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email