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 $531,928. This represents 0.02% of its overall portfolio holdings.

Number of Shares

871

Previous 868 0.35%

Holding current value

$531,928

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

1,421

Shares Held

28.5M

Call Options Held

428K

Put Options Held

269K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

More about MDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.

Account

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