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

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 2,517 shares of MDY stock, worth $1.47 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,517

Previous 2,544 1.06%

Holding current value

$1.47 Million

Previous $1.45 Million 1.1%

% of portfolio

0.13%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$563.99 - $620.12 $15,227 - $16,743	-27 Reduced 1.06%	2,517 $1.43 Million
Q3 2024 Oct 09, 2024	BUY	$523.84 - $572.02 $1,047 - $1,144	2 Added 0.08%	2,544 $1.45 Million
Q2 2024 Jul 24, 2024	SELL	$516.55 - $556.17 $10,847 - $11,679	-21 Reduced 0.82%	2,542 $1.36 Million
Q1 2024 May 10, 2024	SELL	$491.35 - $556.4 $47,660 - $53,970	-97 Reduced 3.65%	2,563 $1.43 Million
Q4 2023 Jan 31, 2024	SELL	$425.08 - $512.6 $8,501 - $10,252	-20 Reduced 0.75%	2,660 $1.35 Million
Q3 2023 Nov 01, 2023	BUY	$450.89 - $498.33 $23,446 - $25,913	52 Added 1.98%	2,680 $1.22 Million
Q4 2022 Jan 25, 2023	BUY	$409.49 - $470.66 $1.08 Million - $1.24 Million	2,628 New	2,628 $0

Others Institutions Holding MDY

# of Institutions

1,485

Shares Held

28.1M

Call Options Held

427K

Put Options Held

267K

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About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

More about MDY

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