Bartlett & Co. Wealth Management LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.59 Trillion
  • Q2 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 61,690 shares of MDY stock, worth $35.1 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
61,690
Previous 61,850 0.26%
Holding current value
$35.1 Million
Previous $34.5 Billion 3.9%
% of portfolio
0.5%
Previous 0.53%

Shares

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

Jul 12, 2024
SELL
$516.55 - $556.17 $82,648 - $88,987
-160 Reduced 0.26%
61,690 $33.1 Billion
Q1 2024

May 09, 2024
SELL
$491.35 - $556.4 $98,761 - $111,836
-201 Reduced 0.32%
61,850 $34.5 Billion
Q4 2023

Feb 14, 2024
BUY
$425.08 - $512.6 $8.05 Million - $9.7 Million
18,930 Added 43.9%
62,051 $31.9 Billion
Q3 2023

Feb 14, 2024
SELL
$450.89 - $498.33 $7.46 Million - $8.25 Million
-16,550 Reduced 27.74%
43,121 $19.8 Billion
Q2 2023

Feb 14, 2024
BUY
$439.95 - $478.91 $973,609 - $1.06 Million
2,213 Added 3.85%
59,671 $28.7 Billion
Q4 2022

Feb 14, 2024
BUY
$409.49 - $470.66 $51,186 - $58,832
125 Added 0.22%
57,458 $25.5 Billion
Q3 2022

Feb 14, 2024
BUY
$401.58 - $481.07 $859,782 - $1.03 Million
2,141 Added 3.88%
57,333 $23.2 Billion
Q2 2022

Feb 14, 2024
SELL
$402.57 - $493.76 $9,259 - $11,356
-23 Reduced 0.04%
55,192 $22.9 Billion
Q1 2022

Feb 14, 2024
SELL
$459.24 - $521.7 $9,184 - $10,434
-20 Reduced 0.04%
55,215 $27.1 Billion
Q4 2021

Feb 14, 2024
SELL
$485.7 - $531.03 $9,714 - $10,620
-20 Reduced 0.04%
55,235 $28.7 Billion
Q3 2021

Feb 13, 2024
SELL
$468.36 - $506.04 $7,493 - $8,096
-16 Reduced 0.03%
55,255 $26.6 Billion
Q2 2021

Feb 13, 2024
BUY
$475.11 - $504.81 $407,169 - $432,622
857 Added 1.57%
55,271 $27.2 Billion
Q1 2021

Feb 13, 2024
SELL
$413.34 - $489.29 $74,401 - $88,072
-180 Reduced 0.33%
54,414 $26 Billion
Q4 2020

Feb 13, 2024
BUY
$343.51 - $421.75 $72,137 - $88,567
210 Added 0.39%
54,594 $23 Billion
Q3 2020

Feb 13, 2024
BUY
$318.46 - $358.67 $97,130 - $109,394
305 Added 0.56%
54,384 $18.5 Billion
Q2 2020

Feb 13, 2024
BUY
$243.09 - $355.21 $243 - $355
1 Added 0.0%
54,079 $17.6 Billion
Q1 2020

Feb 13, 2024
SELL
$220.85 - $384.02 $119,479 - $207,754
-541 Reduced 0.99%
54,078 $14.3 Billion
Q4 2019

Feb 13, 2024
SELL
$338.73 - $376.09 $94,844 - $105,305
-280 Reduced 0.51%
54,619 $20.6 Billion
Q3 2019

Feb 13, 2024
BUY
$334.13 - $362.01 $387,256 - $419,569
1,159 Added 2.16%
54,899 $19.4 Billion
Q2 2019

Feb 13, 2024
SELL
$330.13 - $361.02 $16,506 - $18,051
-50 Reduced 0.09%
53,740 $19.1 Billion
Q4 2018

Feb 13, 2024
BUY
$284.96 - $364.55 $188,073 - $240,603
660 Added 1.24%
53,790 $16.3 Billion
Q3 2018

Feb 13, 2024
SELL
$355.06 - $373.52 $24,854 - $26,146
-70 Reduced 0.13%
53,130 $19.6 Billion
Q2 2018

Feb 13, 2024
BUY
$333.64 - $365.14 $350,322 - $383,397
1,050 Added 2.01%
53,200 $18.9 Billion
Q1 2018

Feb 13, 2024
BUY
$327.4 - $362.51 $17.1 Million - $18.9 Million
52,150 New
52,150 $17.9 Billion

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

MDY Quotes by TradingView
  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
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