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 2,542 shares of MDY stock, worth $1.44 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,542
Previous 2,563 0.82%
Holding current value
$1.44 Million
Previous $1.43 Million 4.63%
% of portfolio
0.12%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR S&P MIDCAP 400 ETF TRUST


  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, 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 Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.