A detailed history of Asset Planning Corporation transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Asset Planning Corporation holds 525 shares of MDY stock, worth $308,490. This represents 0.2% of its overall portfolio holdings.

Number of Shares
525
Previous 524 0.19%
Holding current value
$308,490
Previous $280,000 6.79%
% of portfolio
0.2%
Previous 0.21%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$523.84 - $572.02 $523 - $572
1 Added 0.19%
525 $299,000
Q1 2024

Apr 29, 2024

BUY
$491.35 - $556.4 $491 - $556
1 Added 0.19%
524 $291,000
Q4 2023

Jan 18, 2024

BUY
$425.08 - $512.6 $6,801 - $8,201
16 Added 3.16%
523 $265,000
Q3 2023

Oct 16, 2023

BUY
$450.89 - $498.33 $450 - $498
1 Added 0.2%
507 $231,000
Q2 2023

Jul 12, 2023

BUY
$439.95 - $478.91 $439 - $478
1 Added 0.2%
506 $242,000
Q1 2023

Apr 14, 2023

BUY
$433.1 - $497.12 $866 - $994
2 Added 0.4%
505 $231,000
Q4 2022

Jan 27, 2023

BUY
$409.49 - $470.66 $409 - $470
1 Added 0.2%
503 $0
Q3 2022

Oct 31, 2022

BUY
$401.58 - $481.07 $201,593 - $241,497
502 New
502 $202,000
Q2 2022

Jul 27, 2022

SELL
$402.57 - $493.76 $201,285 - $246,880
-500 Closed
0 $0
Q1 2022

May 13, 2022

SELL
$459.24 - $521.7 $90,470 - $102,774
-197 Reduced 28.26%
500 $245,000
Q4 2021

Feb 08, 2022

BUY
$485.7 - $531.03 $338,532 - $370,127
697 New
697 $361,000

Others Institutions Holding MDY

About SPDR S&P MIDCAP 400 ETF TRUST


  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
Track This Portfolio

Track Asset Planning Corporation Portfolio

Follow Asset Planning Corporation and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Asset Planning Corporation, based on Form 13F filings with the SEC.

News

Stay updated on Asset Planning Corporation with notifications on news.