A detailed history of Baystate Wealth Management LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Baystate Wealth Management LLC holds 1,092 shares of MDY stock, worth $655,920. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,092
Previous 1,096 0.36%
Holding current value
$655,920
Previous $500,000 10.8%
% of portfolio
0.04%
Previous 0.04%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

SELL
$425.08 - $512.6 $1,700 - $2,050
-4 Reduced 0.36%
1,092 $554,000
Q3 2023

Oct 25, 2023

BUY
$450.89 - $498.33 $1,352 - $1,494
3 Added 0.27%
1,096 $500,000
Q2 2023

Sep 21, 2023

SELL
$439.95 - $478.91 $4.68 Million - $5.09 Million
-10,633 Reduced 90.68%
1,093 $523,000
Q2 2023

Aug 02, 2023

BUY
$439.95 - $478.91 $4.1 Million - $4.47 Million
9,330 Added 389.4%
11,726 $5.62 Million
Q1 2023

Apr 25, 2023

BUY
$433.1 - $497.12 $16,457 - $18,890
38 Added 1.61%
2,396 $1.1 Million
Q4 2022

Jan 12, 2023

BUY
$409.49 - $470.66 $3,685 - $4,235
9 Added 0.38%
2,358 $1.04 Million
Q3 2022

Nov 10, 2022

BUY
$401.58 - $481.07 $3,212 - $3,848
8 Added 0.34%
2,349 $944,000
Q2 2022

Aug 02, 2022

SELL
$402.57 - $493.76 $14,492 - $17,775
-36 Reduced 1.51%
2,341 $968,000
Q1 2022

Apr 19, 2022

BUY
$459.24 - $521.7 $3,673 - $4,173
8 Added 0.34%
2,377 $1.17 Million
Q4 2021

Jan 21, 2022

BUY
$485.7 - $531.03 $58,769 - $64,254
121 Added 5.38%
2,369 $1.23 Million
Q3 2021

Nov 05, 2021

BUY
$468.36 - $506.04 $31,848 - $34,410
68 Added 3.12%
2,248 $1.08 Million
Q2 2021

Jul 26, 2021

BUY
$475.11 - $504.81 $286,966 - $304,905
604 Added 38.32%
2,180 $1.07 Million
Q1 2021

Apr 21, 2021

SELL
$413.34 - $489.29 $30,173 - $35,718
-73 Reduced 4.43%
1,576 $750,000
Q4 2020

Jan 15, 2021

SELL
$343.51 - $421.75 $79,694 - $97,846
-232 Reduced 12.33%
1,649 $693,000
Q3 2020

Oct 14, 2020

SELL
$318.46 - $358.67 $291,390 - $328,183
-915 Reduced 32.73%
1,881 $637,000
Q2 2020

Jul 28, 2020

SELL
$243.09 - $355.21 $11,425 - $16,694
-47 Reduced 1.65%
2,796 $908,000
Q1 2020

Apr 22, 2020

BUY
$220.85 - $384.02 $436,841 - $759,591
1,978 Added 228.67%
2,843 $747,000
Q4 2019

Jan 21, 2020

BUY
$338.73 - $376.09 $7,113 - $7,897
21 Added 2.49%
865 $325,000
Q3 2019

Oct 30, 2019

BUY
$334.13 - $362.01 $1,002 - $1,086
3 Added 0.36%
844 $298,000
Q2 2019

Jul 02, 2019

BUY
$330.13 - $361.02 $660 - $722
2 Added 0.24%
841 $299,000
Q1 2019

Apr 25, 2019

SELL
$296.63 - $352.26 $593 - $704
-2 Reduced 0.24%
839 $302,000
Q4 2018

Jan 24, 2019

BUY
$284.96 - $364.55 $569 - $729
2 Added 0.24%
841 $278,000
Q3 2018

Oct 16, 2018

BUY
$355.06 - $373.52 $710 - $747
2 Added 0.24%
839 $291,000
Q2 2018

Jul 17, 2018

SELL
$333.64 - $365.14 $3,670 - $4,016
-11 Reduced 1.3%
837 $303,000
Q3 2017

Oct 10, 2017

BUY
$308.35 - $326.33 $261,480 - $276,727
848
848 $280,000

Others Institutions Holding MDY

About SPDR S&P MIDCAP 400 ETF TRUST


  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
Track This Portfolio

Track Baystate Wealth Management LLC Portfolio

Follow Baystate Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Baystate Wealth Management LLC with notifications on news.