Andrews, Lucia Wealth Management LLC Spdr S&P Midcap 400 ETF Trust Transaction History
Andrews, Lucia Wealth Management LLC
- $140 Million
- Q1 2024
A detailed history of Andrews, Lucia Wealth Management LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 1,469 shares of MDY stock, worth $781,140. This represents 0.58% of its overall portfolio holdings.
Number of Shares
1,469
Previous 1,603
8.36%
Holding current value
$781,140
Previous $813,000
0.49%
% of portfolio
0.58%
Previous 0.63%
Shares
9 transactions
Others Institutions Holding MDY
# of Institutions
1,373Shares Held
26.6MCall Options Held
222KPut Options Held
327K-
Bank Of America Corp Charlotte, NC2.41MShares$1.28 Billion0.13% of portfolio
-
Morgan Stanley New York, NY1.63MShares$869 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA1.36MShares$725 Million0.18% of portfolio
-
Northern Trust Corp Chicago, IL1.11MShares$593 Million0.11% of portfolio
-
Us Bancorp \De\1.07MShares$568 Million0.83% of portfolio
About SPDR S&P MIDCAP 400 ETF TRUST
- Ticker MDY
- Exchange NYSE
- Sector ETFs
- Industry ETFs