Benchmark Financial Wealth Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Benchmark Financial Wealth Advisors, LLC

  • $299 Million
  • Q3 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 8,053 shares of MDY stock, worth $4.58 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
8,053
Previous 7,866 2.38%
Holding current value
$4.58 Million
Previous $4.21 Million 9.01%
% of portfolio
1.53%
Previous 1.56%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$523.84 - $572.02 $97,958 - $106,967
187 Added 2.38%
8,053 $4.59 Million
Q2 2024

Jul 23, 2024
BUY
$516.55 - $556.17 $42,873 - $46,162
83 Added 1.07%
7,866 $4.21 Million
Q1 2024

Apr 22, 2024
SELL
$491.35 - $556.4 $125,785 - $142,438
-256 Reduced 3.18%
7,783 $4.33 Million
Q4 2023

Jan 23, 2024
SELL
$425.08 - $512.6 $25,504 - $30,756
-60 Reduced 0.74%
8,039 $4.08 Million
Q3 2023

Oct 13, 2023
BUY
$450.89 - $498.33 $25,700 - $28,404
57 Added 0.71%
8,099 $3.7 Million
Q2 2023

Jul 25, 2023
SELL
$439.95 - $478.91 $126,705 - $137,926
-288 Reduced 3.46%
8,042 $3.85 Million
Q1 2023

Apr 28, 2023
SELL
$433.1 - $497.12 $119,968 - $137,702
-277 Reduced 3.22%
8,330 $3.82 Million
Q4 2022

Jan 23, 2023
SELL
$409.49 - $470.66 $203,107 - $233,447
-496 Reduced 5.45%
8,607 $0
Q3 2022

Nov 01, 2022
BUY
$401.58 - $481.07 $183,522 - $219,848
457 Added 5.29%
9,103 $3.66 Million
Q2 2022

Jul 22, 2022
BUY
$402.57 - $493.76 $1.03 Million - $1.26 Million
2,550 Added 41.83%
8,646 $3.58 Million
Q1 2022

Apr 22, 2022
SELL
$459.24 - $521.7 $193,340 - $219,635
-421 Reduced 6.46%
6,096 $2.99 Million
Q4 2021

Jan 26, 2022
BUY
$485.7 - $531.03 $42,741 - $46,730
88 Added 1.37%
6,517 $3.37 Million
Q3 2021

Oct 26, 2021
BUY
$468.36 - $506.04 $61,355 - $66,291
131 Added 2.08%
6,429 $3.09 Million
Q2 2021

Jul 26, 2021
BUY
$475.11 - $504.81 $70,791 - $75,216
149 Added 2.42%
6,298 $3.09 Million
Q1 2021

Apr 26, 2021
BUY
$413.34 - $489.29 $66,547 - $78,775
161 Added 2.69%
6,149 $2.93 Million
Q4 2020

Jan 20, 2021
BUY
$343.51 - $421.75 $5,496 - $6,748
16 Added 0.27%
5,988 $2.51 Million
Q3 2020

Oct 15, 2020
SELL
$318.46 - $358.67 $15,922 - $17,933
-50 Reduced 0.83%
5,972 $2.02 Million
Q2 2020

Jul 21, 2020
SELL
$243.09 - $355.21 $87,269 - $127,520
-359 Reduced 5.63%
6,022 $1.95 Million
Q1 2020

May 08, 2020
SELL
$220.85 - $384.02 $27,385 - $47,618
-124 Reduced 1.91%
6,381 $1.68 Million
Q4 2019

Jan 31, 2020
SELL
$338.73 - $376.09 $13,549 - $15,043
-40 Reduced 0.61%
6,505 $2.44 Million
Q3 2019

Nov 01, 2019
SELL
$334.13 - $362.01 $80,191 - $86,882
-240 Reduced 3.54%
6,545 $2.31 Million
Q2 2019

Jul 25, 2019
SELL
$330.13 - $361.02 $206,991 - $226,359
-627 Reduced 8.46%
6,785 $2.41 Million
Q1 2019

Apr 24, 2019
SELL
$296.63 - $352.26 $110,346 - $131,040
-372 Reduced 4.78%
7,412 $2.56 Million
Q4 2018

Jan 30, 2019
BUY
$284.96 - $364.55 $2.22 Million - $2.84 Million
7,784 New
7,784 $2.36 Million

Others Institutions Holding MDY

# of Institutions
1,421
Shares Held
28.7M
Call Options Held
428K
Put Options Held
269K
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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