Wealth Enhancement Advisory Services, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Wealth Enhancement Advisory Services, LLC

$46.2 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 94,978 shares of MDY stock, worth $56.8 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

94,978

Previous 81,142 17.05%

Holding current value

$56.8 Million

Previous $46.2 Million 17.03%

% of portfolio

0.12%

Previous 0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$563.99 - $620.12 $7.8 Million - $8.58 Million	13,836 Added 17.05%	94,978 $54.1 Million
Q3 2024 Oct 23, 2024	SELL	$523.84 - $572.02 $240,966 - $263,129	-460 Reduced 0.56%	81,142 $46.2 Million
Q2 2024 Jul 16, 2024	BUY	$516.55 - $556.17 $22.9 Million - $24.7 Million	44,327 Added 118.92%	81,602 $43.7 Million
Q1 2024 Apr 15, 2024	SELL	$491.35 - $556.4 $316,429 - $358,321	-644 Reduced 1.7%	37,275 $20.7 Million
Q4 2023 Jan 30, 2024	SELL	$425.08 - $512.6 $1.23 Million - $1.48 Million	-2,886 Reduced 7.07%	37,919 $19.2 Million
Q3 2023 Nov 13, 2023	BUY	$450.89 - $498.33 $18.4 Million - $20.3 Million	40,805 New	40,805 $18.6 Million
Q1 2023 Apr 25, 2023	BUY	$433.1 - $497.12 $265,923 - $305,231	614 New	614 $281,000
Q2 2022 Jul 18, 2022	BUY	$402.57 - $493.76 $1.16 Million - $1.42 Million	2,878 Added 71.03%	6,930 $2.93 Million
Q1 2022 Apr 18, 2022	SELL	$459.24 - $521.7 $2.47 Million - $2.81 Million	-5,384 Reduced 57.06%	4,052 $2 Million
Q4 2021 Feb 08, 2022	BUY	$485.7 - $531.03 $2.72 Million - $2.97 Million	5,595 Added 145.67%	9,436 $4.54 Million
Q3 2021 Nov 03, 2021	BUY	$468.36 - $506.04 $1.8 Million - $1.94 Million	3,841 New	3,841 $1.95 Million

Others Institutions Holding MDY

# of Institutions

1,436

Shares Held

26.9M

Call Options Held

428K

Put Options Held

269K

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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Wealth Enhancement Advisory Services, LLC Spdr S&P Midcap 400 ETF Trust Transaction History