Aj Wealth Strategies, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 871 shares of MDY stock, worth $460,602. This represents 0.02% of its overall portfolio holdings.

Number of Shares

871

Previous 868 0.35%

Holding current value

$460,602

Previous $397,000 5.04%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 20, 2023	BUY	$439.95 - $478.91 $1,319 - $1,436	3 Added 0.35%	871 $417,000
Q1 2023 Apr 28, 2023	BUY	$433.1 - $497.12 $13,859 - $15,907	32 Added 3.83%	868 $397,000
Q4 2022 Jan 25, 2023	SELL	$409.49 - $470.66 $194,507 - $223,563	-475 Reduced 36.23%	836 $370,000
Q3 2022 Oct 27, 2022	BUY	$401.58 - $481.07 $803 - $962	2 Added 0.15%	1,311 $527,000
Q2 2022 Aug 04, 2022	BUY	$402.57 - $493.76 $805 - $987	2 Added 0.15%	1,309 $541,000

Q1 2022 May 13, 2022	BUY	$459.24 - $521.7 $380,250 - $431,967	828 Added 172.86%	1,307 $641,000
Q3 2021 Oct 20, 2021	BUY	$468.36 - $506.04 $224,344 - $242,393	479 New	479 $230,000

Others Institutions Holding MDY

# of Institutions

1,375

Shares Held

26.6M

Call Options Held

222K

Put Options Held

327K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

More about MDY

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Aj Wealth Strategies, LLC Spdr S&P Midcap 400 ETF Trust Transaction History