Arete Wealth Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Arete Wealth Advisors, LLC

  • $1.39 Billion
  • Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 449 shares of MDY stock, worth $262,211. This represents 0.02% of its overall portfolio holdings.

Number of Shares
449
Previous 423 6.15%
Holding current value
$262,211
Previous $241,000 6.22%
% of portfolio
0.02%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$563.99 - $620.12 $14,663 - $16,123
26 Added 6.15%
449 $256,000
Q3 2024

Nov 14, 2024
SELL
$523.84 - $572.02 $40,335 - $44,045
-77 Reduced 15.4%
423 $241,000
Q2 2024

Aug 13, 2024
BUY
$516.55 - $556.17 $258,274 - $278,085
500 New
500 $267,000
Q4 2023

Feb 14, 2024
BUY
$425.08 - $512.6 $204,463 - $246,560
481 New
481 $244,000
Q2 2023

Aug 09, 2023
SELL
$439.95 - $478.91 $18,477 - $20,114
-42 Reduced 7.62%
509 $244,000
Q1 2023

May 01, 2023
SELL
$433.1 - $497.12 $29,450 - $33,804
-68 Reduced 10.99%
551 $252,000
Q4 2022

Feb 06, 2023
BUY
$409.49 - $470.66 $28,664 - $32,946
70 Added 12.75%
619 $274,000
Q3 2022

Nov 07, 2022
SELL
$401.58 - $481.07 $27,307 - $32,712
-68 Reduced 11.02%
549 $220,000
Q2 2022

Aug 15, 2022
BUY
$402.57 - $493.76 $248,385 - $304,649
617 New
617 $256,000
Q4 2021

Feb 07, 2022
SELL
$485.7 - $531.03 $268,106 - $293,128
-552 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$468.36 - $506.04 $258,534 - $279,334
552 New
552 $266,000
Q4 2018

Feb 14, 2019
SELL
$284.96 - $364.55 $174,110 - $222,740
-611 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
$355.06 - $373.52 $355 - $373
1 Added 0.16%
611 $224,000
Q2 2018

Aug 14, 2018
SELL
$333.64 - $365.14 $12,011 - $13,145
-36 Reduced 5.57%
610 $216,000
Q1 2018

May 15, 2018
BUY
$327.4 - $362.51 $654 - $725
2 Added 0.31%
646 $221,000
Q4 2017

Feb 14, 2018
SELL
$329.2 - $347.26 $30,944 - $32,642
-94 Reduced 12.74%
644 $222,000
Q3 2017

Nov 15, 2017
BUY
$308.35 - $326.33 $227,562 - $240,831
738
738 $241,000

Others Institutions Holding MDY

# of Institutions
1,512
Shares Held
29.1M
Call Options Held
657K
Put Options Held
415K
View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

MDY Quotes by TradingView
  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
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