9258 Wealth Management, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

9258 Wealth Management, LLC

  • $641 Million
  • Q2 2024

A detailed history of 9258 Wealth Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 2,154 shares of MDY stock, worth $1.24 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,154
Previous 2,231 3.45%
Holding current value
$1.24 Million
Previous $1.24 Million 7.17%
% of portfolio
0.18%
Previous 0.2%

Shares

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

Aug 02, 2024
SELL
$516.55 - $556.17 $39,774 - $42,825
-77 Reduced 3.45%
2,154 $1.15 Million
Q1 2024

May 03, 2024
SELL
$491.35 - $556.4 $9,827 - $11,128
-20 Reduced 0.89%
2,231 $1.24 Million
Q3 2023

Nov 08, 2023
SELL
$450.89 - $498.33 $1,352 - $1,494
-3 Reduced 0.13%
2,251 $1.03 Million
Q1 2023

May 03, 2023
SELL
$433.1 - $497.12 $39,412 - $45,237
-91 Reduced 3.88%
2,254 $1.03 Million
Q4 2022

Feb 03, 2023
BUY
$409.49 - $470.66 $37,263 - $42,830
91 Added 4.04%
2,345 $1.04 Million
Q2 2022

Aug 04, 2022
SELL
$402.57 - $493.76 $40,257 - $49,376
-100 Reduced 4.25%
2,254 $932,000
Q1 2022

May 13, 2022
SELL
$459.24 - $521.7 $223,649 - $254,067
-487 Reduced 17.14%
2,354 $1.16 Million
Q4 2021

Feb 11, 2022
BUY
$485.7 - $531.03 $22,827 - $24,958
47 Added 1.68%
2,841 $1.47 Million
Q2 2021

Aug 13, 2021
BUY
$475.11 - $504.81 $318,323 - $338,222
670 Added 31.54%
2,794 $1.37 Million
Q1 2021

May 11, 2021
BUY
$413.34 - $489.29 $86,801 - $102,750
210 Added 10.97%
2,124 $1.01 Million
Q4 2020

Feb 10, 2021
BUY
$343.51 - $421.75 $149,426 - $183,461
435 Added 29.41%
1,914 $804,000
Q3 2020

Nov 13, 2020
SELL
$318.46 - $358.67 $8,916 - $10,042
-28 Reduced 1.86%
1,479 $512,000
Q2 2020

Aug 13, 2020
BUY
$243.09 - $355.21 $73,899 - $107,983
304 Added 25.27%
1,507 $489,000
Q1 2020

May 05, 2020
BUY
$220.85 - $384.02 $44,832 - $77,956
203 Added 20.3%
1,203 $354,000
Q4 2019

Feb 06, 2020
BUY
$338.73 - $376.09 $338,730 - $376,090
1,000 New
1,000 $375,000

Others Institutions Holding MDY

# of Institutions
1,388
Shares Held
28M
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 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, 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 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email