Axxcess Wealth Management, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Axxcess Wealth Management, LLC

$3.61 Billion
Q2 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 1,897 shares of MDY stock, worth $1.08 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,897

Previous 1,931 1.76%

Holding current value

$1.08 Million

Previous $1.07 Million 5.49%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$516.55 - $556.17 $17,562 - $18,909	-34 Reduced 1.76%	1,897 $1.02 Million
Q1 2024 May 14, 2024	SELL	$491.35 - $556.4 $13,757 - $15,579	-28 Reduced 1.43%	1,931 $1.07 Million
Q4 2023 Feb 06, 2024	BUY	$425.08 - $512.6 $106,695 - $128,662	251 Added 14.7%	1,959 $993,000
Q3 2023 Nov 14, 2023	BUY	$450.89 - $498.33 $31,111 - $34,384	69 Added 4.21%	1,708 $779,000
Q2 2023 Aug 08, 2023	BUY	$439.95 - $478.91 $20,237 - $22,029	46 Added 2.89%	1,639 $784,000
Q1 2023 May 03, 2023	BUY	$433.1 - $497.12 $9,095 - $10,439	21 Added 1.34%	1,593 $730,000
Q4 2022 Feb 14, 2023	BUY	$409.49 - $470.66 $643,718 - $739,877	1,572 New	1,572 $696,000

Others Institutions Holding MDY

# of Institutions

1,376

Shares Held

26M

Call Options Held

181K

Put Options Held

241K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

More about MDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Account

Axxcess Wealth Management, LLC Spdr S&P Midcap 400 ETF Trust Transaction History