Appleton Partners Inc Spdr S&P 400 Mid Cap Value ETF Transaction History

Appleton Partners Inc

  • $1.3 Billion
  • Q2 2024

A detailed history of Appleton Partners Inc transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Appleton Partners Inc holds 2,828 shares of MDYV stock, worth $213,344. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,828
Previous 3,058 7.52%
Holding current value
$213,344
Previous $232,000 11.21%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 02, 2024
SELL
$70.34 - $76.15 $16,178 - $17,514
-230 Reduced 7.52%
2,828 $206,000
Q1 2024

Apr 01, 2024
SELL
$70.29 - $76.0 $34,793 - $37,620
-495 Reduced 13.93%
3,058 $232,000
Q3 2023

Oct 03, 2023
SELL
$63.95 - $71.85 $45,852 - $51,516
-717 Reduced 16.79%
3,553 $230,000
Q2 2023

Jul 10, 2023
SELL
$62.86 - $68.78 $1,257 - $1,375
-20 Reduced 0.47%
4,270 $294,000
Q4 2022

Jan 19, 2023
SELL
$58.96 - $68.57 $1,768 - $2,057
-30 Reduced 0.69%
4,290 $278,000
Q2 2022

Jul 08, 2022
SELL
$58.95 - $70.77 $5,895 - $7,077
-100 Reduced 2.26%
4,320 $261,000
Q4 2021

Feb 03, 2022
SELL
$66.5 - $72.84 $1,662 - $1,821
-25 Reduced 0.56%
4,420 $314,000
Q1 2021

Apr 19, 2021
BUY
$54.52 - $67.74 $16,356 - $20,322
300 Added 7.24%
4,445 $291,000
Q4 2020

Jan 19, 2021
SELL
$43.9 - $55.67 $24,803 - $31,453
-565 Reduced 12.0%
4,145 $230,000
Q3 2020

Oct 14, 2020
SELL
$41.0 - $46.73 $31,775 - $36,215
-775 Reduced 14.13%
4,710 $204,000
Q2 2020

Aug 14, 2020
SELL
$32.45 - $48.54 $76,906 - $115,039
-2,370 Reduced 30.17%
5,485 $234,000
Q1 2020

May 04, 2020
SELL
$29.7 - $55.41 $17,523 - $32,691
-590 Reduced 6.99%
7,855 $277,000
Q4 2019

Jan 13, 2020
SELL
$48.98 - $55.16 $2,987 - $3,364
-61 Reduced 0.72%
8,445 $463,000
Q3 2019

Nov 04, 2019
SELL
$50.75 - $52.31 $61,915 - $63,818
-1,220 Reduced 12.54%
8,506 $437,000
Q2 2019

Jul 25, 2019
SELL
N/A
-2,440 Reduced 20.06%
9,726 $500,000
Q1 2019

Apr 17, 2019
SELL
N/A
-1,853 Reduced 13.22%
12,166 $613,000
Q4 2018

Jan 17, 2019
SELL
N/A
-5,835 Reduced 29.39%
14,019 $622,000
Q3 2018

Oct 09, 2018
SELL
N/A
-4,548 Reduced 18.64%
19,854 $1.07 Million
Q2 2018

Aug 08, 2018
BUY
N/A
6,766 Added 38.36%
24,402 $1.27 Million
Q1 2018

Apr 11, 2018
SELL
N/A
-8,738 Reduced 33.13%
17,636 $1.75 Million
Q4 2017

Jan 12, 2018
SELL
N/A
-5,148 Reduced 16.33%
26,374 $2.71 Million
Q3 2017

Oct 12, 2017
BUY
N/A
31,522
31,522 $3.12 Million

Others Institutions Holding MDYV

# of Institutions
360
Shares Held
27.1M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP VALUE ETF

MDYV Quotes by TradingView
  • Ticker MDYV
  • Sector ETFs
  • Industry ETFs
More about MDYV
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