A detailed history of Avantax Planning Partners, Inc. transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 2,608 shares of MDY stock, worth $1.5 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,608
Previous 3,064 14.88%
Holding current value
$1.5 Million
Previous $1.7 Million 18.13%
% of portfolio
0.04%
Previous 0.06%

Shares

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

Aug 09, 2024

SELL
$516.55 - $556.17 $235,546 - $253,613
-456 Reduced 14.88%
2,608 $1.4 Million
Q1 2024

May 02, 2024

BUY
$491.35 - $556.4 $38,816 - $43,955
79 Added 2.65%
3,064 $1.7 Million
Q4 2023

Feb 09, 2024

SELL
$425.08 - $512.6 $14,452 - $17,428
-34 Reduced 1.13%
2,985 $1.51 Million
Q3 2023

Nov 03, 2023

BUY
$450.89 - $498.33 $15,330 - $16,943
34 Added 1.14%
3,019 $1.38 Million
Q2 2023

Jul 17, 2023

SELL
$439.95 - $478.91 $10,118 - $11,014
-23 Reduced 0.76%
2,985 $1.43 Million
Q1 2023

Apr 20, 2023

SELL
$433.1 - $497.12 $19,056 - $21,873
-44 Reduced 1.44%
3,008 $1.38 Million
Q4 2022

Feb 09, 2023

SELL
$409.49 - $470.66 $389,424 - $447,597
-951 Reduced 23.76%
3,052 $1.35 Million
Q3 2022

Oct 14, 2022

BUY
$401.58 - $481.07 $13,252 - $15,875
33 Added 0.83%
4,003 $1.61 Million
Q1 2022

May 09, 2022

SELL
$459.24 - $521.7 $1.67 Million - $1.89 Million
-3,627 Reduced 47.74%
3,970 $1.95 Million
Q4 2021

Jan 28, 2022

BUY
$485.7 - $531.03 $3.33 Million - $3.65 Million
6,866 Added 939.26%
7,597 $3.93 Million
Q2 2021

Aug 10, 2021

SELL
$475.11 - $504.81 $950 - $1,009
-2 Reduced 0.27%
731 $359,000
Q1 2021

May 06, 2021

BUY
$413.34 - $489.29 $302,978 - $358,649
733 New
733 $349,000
Q4 2018

Feb 14, 2019

SELL
$284.96 - $364.55 $284,390 - $363,820
-998 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
$355.06 - $373.52 $354,349 - $372,772
998 New
998 $367,000
Q2 2018

Aug 13, 2018

SELL
$333.64 - $365.14 $66,060 - $72,297
-198 Closed
0 $0
Q1 2018

May 15, 2018

SELL
$327.4 - $362.51 $494,373 - $547,390
-1,510 Reduced 88.41%
198 $68,000
Q4 2017

Feb 09, 2018

SELL
$329.2 - $347.26 $3,950 - $4,167
-12 Reduced 0.7%
1,708 $590,000
Q3 2017

Oct 19, 2017

BUY
$308.35 - $326.33 $530,362 - $561,287
1,720
1,720 $561,000

Others Institutions Holding MDY

About SPDR S&P MIDCAP 400 ETF TRUST


  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
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