Avantax Advisory Services, Inc. Spdr S&P Midcap 400 ETF Trust Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 23,526 shares of MDY stock, worth $13.6 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

23,526

Previous 22,996 2.3%

Holding current value

$13.6 Million

Previous $12.3 Million 8.64%

% of portfolio

0.08%

Previous 0.08%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$468.22 - $566.51 $248,156 - $300,250	530 Added 2.3%	23,526 $13.3 Million
Q1 2025 May 06, 2025	SELL	$522.96 - $601.18 $209,184 - $240,471	-400 Reduced 1.71%	22,996 $12.3 Million
Q4 2024 Feb 07, 2025	BUY	$563.99 - $620.12 $389,717 - $428,502	691 Added 3.04%	23,396 $13.3 Million
Q3 2024 Nov 13, 2024	BUY	$523.84 - $572.02 $353,068 - $385,541	674 Added 3.06%	22,705 $12.9 Million
Q2 2024 Aug 09, 2024	BUY	$516.55 - $556.17 $382,246 - $411,565	740 Added 3.48%	22,031 $11.8 Million
Q1 2024 May 08, 2024	BUY	$491.35 - $556.4 $452,533 - $512,444	921 Added 4.52%	21,291 $11.8 Million
Q4 2023 Feb 07, 2024	BUY	$425.08 - $512.6 $108,395 - $130,713	255 Added 1.27%	20,370 $10.3 Million
Q3 2023 Nov 07, 2023	SELL	$450.89 - $498.33 $251,145 - $277,569	-557 Reduced 2.69%	20,115 $9.19 Million
Q2 2023 Aug 11, 2023	BUY	$439.95 - $478.91 $606,691 - $660,416	1,379 Added 7.15%	20,672 $9.9 Million
Q1 2023 Apr 28, 2023	SELL	$433.1 - $497.12 $98,746 - $113,343	-228 Reduced 1.17%	19,293 $8.84 Million
Q4 2022 Feb 13, 2023	SELL	$409.49 - $470.66 $531,518 - $610,916	-1,298 Reduced 6.23%	19,521 $8.64 Million
Q3 2022 Nov 01, 2022	SELL	$401.58 - $481.07 $149,387 - $178,958	-372 Reduced 1.76%	20,819 $8.36 Million
Q2 2022 Aug 02, 2022	BUY	$402.57 - $493.76 $462,955 - $567,824	1,150 Added 5.74%	21,191 $8.76 Million
Q1 2022 Apr 27, 2022	SELL	$459.24 - $521.7 $2.93 Million - $3.33 Million	-6,380 Reduced 24.15%	20,041 $9.83 Million
Q4 2021 Jan 24, 2022	BUY	$485.7 - $531.03 $39,341 - $43,013	81 Added 0.31%	26,421 $13.7 Million
Q3 2021 Oct 21, 2021	BUY	$468.36 - $506.04 $537,208 - $580,427	1,147 Added 4.55%	26,340 $12.7 Million
Q2 2021 Jul 29, 2021	BUY	$475.11 - $504.81 $130,180 - $138,317	274 Added 1.1%	25,193 $12.4 Million
Q1 2021 May 13, 2021	BUY	$413.34 - $489.29 $1.67 Million - $1.98 Million	4,044 Added 19.37%	24,919 $11.9 Million
Q4 2020 Jan 22, 2021	SELL	$343.51 - $421.75 $1.73 Million - $2.12 Million	-5,037 Reduced 19.44%	20,875 $8.77 Million
Q3 2020 Oct 14, 2020	BUY	$318.46 - $358.67 $2.87 Million - $3.23 Million	9,012 Added 53.33%	25,912 $8.79 Million
Q2 2020 Aug 06, 2020	SELL	$243.09 - $355.21 $569,316 - $831,901	-2,342 Reduced 12.17%	16,900 $5.49 Million
Q1 2020 Apr 30, 2020	BUY	$220.85 - $384.02 $3.06 Million - $5.32 Million	13,856 Added 257.26%	19,242 $5.06 Million
Q4 2019 Feb 14, 2020	BUY	$338.73 - $376.09 $722,172 - $801,823	2,132 Added 65.52%	5,386 $2.02 Million
Q3 2019 Nov 08, 2019	BUY	$334.13 - $362.01 $2,673 - $2,896	8 Added 0.25%	3,254 $1.15 Million
Q2 2019 Aug 06, 2019	BUY	$330.13 - $361.02 $13,205 - $14,440	40 Added 1.25%	3,246 $1.15 Million
Q1 2019 May 13, 2019	BUY	$296.63 - $352.26 $107,676 - $127,870	363 Added 12.77%	3,206 $1.11 Million
Q4 2018 Feb 13, 2019	BUY	$284.96 - $364.55 $810,141 - $1.04 Million	2,843 New	2,843 $865,000

Others Institutions Holding MDY

# of Institutions

1,531

Shares Held

31.4M

Call Options Held

813K

Put Options Held

601K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Spdr S&P Midcap 400 ETF Trust Transaction History