Avantax Planning Partners, Inc. Spdr S&P Midcap 400 ETF Trust Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

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 2,052 shares of MDY stock, worth $1.21 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,052

Previous 2,608 21.32%

Holding current value

$1.21 Million

Previous $1.4 Million 16.27%

% of portfolio

0.04%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$523.84 - $572.02 $291,255 - $318,043	-556 Reduced 21.32%	2,052 $1.17 Million
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

# of Institutions

1,419

Shares Held

28.5M

Call Options Held

428K

Put Options Held

269K

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About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

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Avantax Planning Partners, Inc. Spdr S&P Midcap 400 ETF Trust Transaction History