A detailed history of Davies Financial Advisors, Inc. transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 532 shares of MDY stock, worth $319,428. This represents 0.26% of its overall portfolio holdings.

Number of Shares
532
Previous 1,618 67.12%
Holding current value
$319,428
Previous $866 Million 65.01%
% of portfolio
0.26%
Previous 0.81%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$523.84 - $572.02 $568,890 - $621,213
-1,086 Reduced 67.12%
532 $303 Million
Q2 2024

Jul 30, 2024

BUY
$516.55 - $556.17 $835,777 - $899,883
1,618 New
1,618 $866 Million

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 Davies Financial Advisors, Inc. Portfolio

Follow Davies Financial Advisors, Inc. 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 Davies Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Davies Financial Advisors, Inc. with notifications on news.