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

Benchmark Financial Wealth Advisors, LLC

$300 Million
Q2 2025

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 6,829 shares of MDY stock, worth $3.9 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

6,829

Previous 7,514 9.12%

Holding current value

$3.9 Million

Previous $4.01 Million 3.49%

% of portfolio

1.29%

Previous 1.52%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$468.22 - $566.51 $320,730 - $388,059	-685 Reduced 9.12%	6,829 $3.87 Million
Q1 2025 Apr 25, 2025	SELL	$522.96 - $601.18 $482,692 - $554,889	-923 Reduced 10.94%	7,514 $4.01 Million
Q4 2024 Jan 27, 2025	BUY	$563.99 - $620.12 $216,572 - $238,126	384 Added 4.77%	8,437 $4.81 Million
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

1,535

Shares Held

33.1M

Call Options Held

821K

Put Options Held

538K

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About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

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