Up Strategic Wealth Investment Advisors LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $66 Billion
  • Q2 2024

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 1,537 shares of MDY stock, worth $922,860. This represents 1.25% of its overall portfolio holdings.

Number of Shares
1,537
Previous 1,552 0.97%
Holding current value
$922,860
Previous $864 Million 4.76%
% of portfolio
1.25%
Previous 1.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$516.55 - $556.17 $7,748 - $8,342
-15 Reduced 0.97%
1,537 $822 Million
Q1 2024

May 15, 2024
BUY
$491.35 - $556.4 $18,179 - $20,586
37 Added 2.44%
1,552 $864 Million
Q4 2023

Feb 13, 2024
BUY
$425.08 - $512.6 $643,996 - $776,589
1,515 New
1,515 $769 Million

Others Institutions Holding MDY

# of Institutions
1,390
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 Up Strategic Wealth Investment Advisors LLC Portfolio

Follow Up Strategic Wealth Investment 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 Up Strategic Wealth Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Up Strategic Wealth Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email