Summit Wealth Partners, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 6,478 shares of MDY stock, worth $4.02 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
6,478
Previous 6,495 0.26%
Holding current value
$4.02 Million
Previous $3.48 Billion 6.17%
% of portfolio
0.71%
Previous 0.72%

Shares

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

Oct 28, 2024
SELL
$523.84 - $572.02 $8,905 - $9,724
-17 Reduced 0.26%
6,478 $3.69 Billion
Q2 2024

Sep 11, 2024
SELL
$516.55 - $556.17 $49,072 - $52,836
-95 Reduced 1.44%
6,495 $3.48 Billion
Q1 2024

Sep 11, 2024
SELL
$491.35 - $556.4 $1,965 - $2,225
-4 Reduced 0.06%
6,590 $3.67 Billion
Q3 2023

Sep 11, 2024
SELL
$450.89 - $498.33 $44,638 - $49,334
-99 Reduced 1.48%
6,594 $3.01 Billion
Q1 2023

Sep 11, 2024
BUY
$433.1 - $497.12 $433 - $497
1 Added 0.01%
6,693 $3.07 Billion
Q4 2022

Sep 11, 2024
SELL
$409.49 - $470.66 $6,961 - $8,001
-17 Reduced 0.25%
6,692 $2.96 Billion
Q3 2022

Sep 11, 2024
SELL
$401.58 - $481.07 $12,047 - $14,432
-30 Reduced 0.45%
6,709 $2.69 Billion
Q2 2022

Sep 11, 2024
SELL
$402.57 - $493.76 $5,635 - $6,912
-14 Reduced 0.21%
6,739 $2.79 Billion
Q1 2022

Sep 11, 2024
SELL
$459.24 - $521.7 $20,206 - $22,954
-44 Reduced 0.65%
6,753 $3.31 Billion
Q4 2021

Sep 10, 2024
BUY
$485.7 - $531.03 $1,942 - $2,124
4 Added 0.06%
6,797 $3.52 Billion
Q3 2021

Sep 10, 2024
BUY
$468.36 - $506.04 $468 - $506
1 Added 0.01%
6,793 $3.27 Billion
Q2 2021

Sep 10, 2024
BUY
$475.11 - $504.81 $475 - $504
1 Added 0.01%
6,792 $3.34 Billion
Q1 2021

Sep 10, 2024
SELL
$413.34 - $489.29 $13,226 - $15,657
-32 Reduced 0.47%
6,791 $3.23 Billion
Q4 2020

Sep 10, 2024
SELL
$343.51 - $421.75 $14,770 - $18,135
-43 Reduced 0.63%
6,823 $2.86 Billion
Q3 2020

Sep 10, 2024
SELL
$318.46 - $358.67 $70,061 - $78,907
-220 Reduced 3.1%
6,866 $2.33 Billion
Q2 2020

Sep 10, 2024
BUY
$243.09 - $355.21 $135,887 - $198,562
559 Added 8.56%
7,086 $2.3 Billion
Q1 2020

Sep 10, 2024
BUY
$220.85 - $384.02 $188,164 - $327,185
852 Added 15.01%
6,527 $1.72 Billion
Q4 2019

Sep 09, 2024
BUY
$338.73 - $376.09 $1.92 Million - $2.13 Million
5,675 New
5,675 $2.13 Billion

Others Institutions Holding MDY

# of Institutions
1,421
Shares Held
28.5M
Call Options Held
428K
Put Options Held
269K
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 Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, 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 Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email