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

Golden State Wealth Management, LLC

$822 Billion
Q2 2025

A detailed history of Golden State Wealth Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 4,076 shares of MDY stock, worth $2.37 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

4,076

Previous 6,320 35.51%

Holding current value

$2.37 Million

Previous $3.37 Billion 31.51%

% of portfolio

0.28%

Previous 0.5%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$468.22 - $566.51 $1.05 Million - $1.27 Million	-2,244 Reduced 35.51%	4,076 $2.31 Billion
Q1 2025 Apr 24, 2025	SELL	$522.96 - $601.18 $3.31 Million - $3.8 Million	-6,320 Reduced 50.0%	6,320 $3.37 Billion
Q1 2025 Apr 23, 2025	BUY	$522.96 - $601.18 $6.61 Million - $7.6 Million	12,640 New	12,640 $6.74 Million
Q4 2024 Jan 28, 2025	SELL	$563.99 - $620.12 $543,122 - $597,175	-963 Closed	0 $0
Q1 2022 May 19, 2022	BUY	$459.24 - $521.7 $218,598 - $248,329	476 Added 97.74%	963 $472,000
Q1 2022 May 16, 2022	SELL	$459.24 - $521.7 $315,957 - $358,929	-688 Reduced 58.55%	487 $231,000
Q3 2021 Nov 15, 2021	SELL	$468.36 - $506.04 $93,672 - $101,208	-200 Reduced 14.55%	1,175 $565,000
Q2 2021 Aug 12, 2021	BUY	$475.11 - $504.81 $421,897 - $448,271	888 Added 182.34%	1,375 $675,000
Q1 2021 May 14, 2021	SELL	$413.34 - $489.29 $25,213 - $29,846	-61 Reduced 11.13%	487 $231,000
Q4 2020 Jan 28, 2021	SELL	$343.51 - $421.75 $549,959 - $675,221	-1,601 Reduced 74.5%	548 $230,000
Q3 2020 Nov 12, 2020	BUY	$318.46 - $358.67 $684,370 - $770,781	2,149 New	2,149 $728,000
Q2 2020 Aug 11, 2020	SELL	$243.09 - $355.21 $500,036 - $730,666	-2,057 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$220.85 - $384.02 $454,288 - $789,929	2,057 New	2,057 $541,000

Others Institutions Holding MDY

# of Institutions

1,532

Shares Held

33.8M

Call Options Held

821K

Put Options Held

538K

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About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

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