Allen Mooney & Barnes Investment Advisors LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Allen Mooney & Barnes Investment Advisors LLC

$609 Billion
Q2 2025

A detailed history of Allen Mooney & Barnes Investment Advisors LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Allen Mooney & Barnes Investment Advisors LLC holds 1,015 shares of MDY stock, worth $581,036. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,015

Previous 1,014 0.1%

Holding current value

$581,036

Previous $541 Million 6.3%

% of portfolio

0.09%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$468.22 - $566.51 $468 - $566	1 Added 0.1%	1,015 $575 Million
Q1 2025 Apr 15, 2025	BUY	$522.96 - $601.18 $1,045 - $1,202	2 Added 0.2%	1,014 $541 Million
Q4 2024 Jan 14, 2025	BUY	$563.99 - $620.12 $563 - $620	1 Added 0.1%	1,012 $576 Million
Q3 2024 Oct 15, 2024	BUY	$523.84 - $572.02 $1,047 - $1,144	2 Added 0.2%	1,011 $576 Million
Q2 2024 Jul 11, 2024	BUY	$516.55 - $556.17 $516 - $556	1 Added 0.1%	1,009 $540 Million
Q1 2024 Apr 12, 2024	BUY	$491.35 - $556.4 $491 - $556	1 Added 0.1%	1,008 $543 Million
Q4 2023 Jan 22, 2024	BUY	$425.08 - $512.6 $850 - $1,025	2 Added 0.2%	1,007 $511 Million
Q3 2023 Nov 21, 2023	BUY	$450.89 - $498.33 $453,144 - $500,821	1,005 New	1,005 $459 Million
Q2 2023 May 23, 2024	BUY	$439.95 - $478.91 $23,317 - $25,382	53 Added 5.58%	1,003 $481 Million
Q4 2022 May 23, 2024	SELL	$409.49 - $470.66 $23,750 - $27,298	-58 Reduced 5.75%	950 $420 Million
Q3 2022 May 23, 2024	BUY	$401.58 - $481.07 $4,417 - $5,291	11 Added 1.17%	948 $381 Million
Q2 2022 May 23, 2024	BUY	$402.57 - $493.76 $4,428 - $5,431	11 Added 1.19%	937 $387 Million
Q1 2022 May 23, 2024	SELL	$459.24 - $521.7 $37,657 - $42,779	-82 Reduced 8.13%	926 $454 Million

Others Institutions Holding MDY

# of Institutions

1,541

Shares Held

33.3M

Call Options Held

821K

Put Options Held

537K

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 Allen Mooney & Barnes Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Mooney & Barnes Investment Advisors LLC with notifications on news.

Account

Allen Mooney & Barnes Investment Advisors LLC Spdr S&P Midcap 400 ETF Trust Transaction History