Bernard Wealth Management Corp. Spdr S&P Midcap 400 ETF Trust Transaction History

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 181 shares of MDY stock, worth $107,329. This represents 0.05% of its overall portfolio holdings.

Number of Shares
181
Previous 181 -0.0%
Holding current value
$107,329
Previous $103 Million 5.22%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$468.22 - $566.51 $46,822 - $56,651
-100 Reduced 35.59%
181 $103 Million
Q4 2024

Feb 27, 2025
SELL
$563.99 - $620.12 $16,919 - $18,603
-30 Reduced 9.65%
281 $160 Million
Q4 2024

Feb 13, 2025
BUY
$563.99 - $620.12 $175,400 - $192,857
311 New
311 $160 Million

Others Institutions Holding MDY

# of Institutions
1,541
Shares Held
28.8M
Call Options Held
813K
Put Options Held
601K
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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