Berkshire Money Management, Inc. Spdr S&P Midcap 400 ETF Trust Transaction History

Berkshire Money Management, Inc.

$766 Million
Q1 2024

A detailed history of Berkshire Money Management, Inc. transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Berkshire Money Management, Inc. holds 1,405 shares of MDY stock, worth $751,787. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,405

Holding current value

$751,787

% of portfolio

0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$491.35 - $556.4 $690,346 - $781,742	1,405 New	1,405 $781,000
Q3 2020 Oct 26, 2020	SELL	$318.46 - $358.67 $552,528 - $622,292	-1,735 Closed	0 $0
Q2 2020 Jul 27, 2020	SELL	$243.09 - $355.21 $10,452 - $15,274	-43 Reduced 2.42%	1,735 $563,000
Q1 2020 Apr 15, 2020	SELL	$220.85 - $384.02 $26.2 Million - $45.5 Million	-118,600 Reduced 98.52%	1,778 $467,000
Q4 2019 Jan 09, 2020	SELL	$338.73 - $376.09 $8.3 Million - $9.22 Million	-24,505 Reduced 16.91%	120,378 $45.2 Million

Q3 2019 Oct 21, 2019	BUY	$334.13 - $362.01 $1.25 Million - $1.35 Million	3,733 Added 2.64%	144,883 $51.1 Million
Q2 2019 Jul 29, 2019	BUY	$330.13 - $361.02 $763,590 - $835,039	2,313 Added 1.67%	141,150 $50.1 Million
Q1 2019 Apr 24, 2019	BUY	$296.63 - $352.26 $10.8 Million - $12.9 Million	36,536 Added 35.71%	138,837 $48 Million
Q4 2018 Feb 06, 2019	SELL	$284.96 - $364.55 $54,142 - $69,264	-190 Reduced 0.19%	102,301 $31 Million
Q3 2018 Oct 17, 2018	BUY	$355.06 - $373.52 $994,878 - $1.05 Million	2,802 Added 2.81%	102,491 $37.7 Million
Q2 2018 Jul 19, 2018	SELL	$333.64 - $365.14 $437,402 - $478,698	-1,311 Reduced 1.3%	99,689 $36.1 Million
Q1 2018 May 02, 2018	SELL	$327.4 - $362.51 $23.1 Million - $25.6 Million	-70,503 Reduced 41.11%	101,000 $34.5 Million
Q4 2017 Jan 29, 2018	BUY	$329.2 - $347.26 $1.63 Million - $1.72 Million	4,966 Added 2.98%	171,503 $59.2 Million
Q3 2017 Nov 03, 2017	BUY	$308.35 - $326.33 $51.4 Million - $54.3 Million	166,537	166,537 $55.6 Million

Others Institutions Holding MDY

# of Institutions

1,371

Shares Held

26.6M

Call Options Held

222K

Put Options Held

327K

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 Berkshire Money Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Berkshire Money Management, Inc. with notifications on news.

Account

Berkshire Money Management, Inc. Spdr S&P Midcap 400 ETF Trust Transaction History