Big Sur Wealth Management LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Big Sur Wealth Management LLC

  • $354 Million
  • Q3 2024

A detailed history of Big Sur Wealth Management LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 1,440 shares of MDY stock, worth $879,422. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,440
Previous 1,440 -0.0%
Holding current value
$879,422
Previous $770,000 6.49%
% of portfolio
0.23%
Previous 0.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 21, 2024
BUY
$491.35 - $556.4 $707,544 - $801,216
1,440 New
1,440 $801,000
Q1 2020

May 05, 2020
SELL
$220.85 - $384.02 $1.08 Million - $1.88 Million
-4,900 Closed
0 $0
Q4 2019

Jan 30, 2020
SELL
$338.73 - $376.09 $101,619 - $112,826
-300 Reduced 5.77%
4,900 $1.85 Million
Q3 2019

Nov 05, 2019
SELL
$334.13 - $362.01 $83,532 - $90,502
-250 Reduced 4.59%
5,200 $1.84 Million
Q2 2019

Jul 05, 2019
SELL
$330.13 - $361.02 $841,831 - $920,601
-2,550 Reduced 31.87%
5,450 $1.95 Million
Q1 2019

Apr 05, 2019
SELL
$296.63 - $352.26 $1.6 Million - $1.9 Million
-5,400 Reduced 40.3%
8,000 $2.77 Million
Q4 2018

Feb 01, 2019
SELL
$284.96 - $364.55 $56,991 - $72,910
-200 Reduced 1.47%
13,400 $4.07 Million
Q3 2018

Oct 23, 2018
BUY
$355.06 - $373.52 $1.88 Million - $1.98 Million
5,300 Added 63.86%
13,600 $5.03 Million
Q1 2018

May 03, 2018
BUY
$327.4 - $362.51 $1.31 Million - $1.45 Million
4,000 Added 93.02%
8,300 $2.84 Million
Q2 2017

Aug 14, 2017
BUY
N/A
4,300
4,300 $1.37 Million

Others Institutions Holding MDY

# of Institutions
1,421
Shares Held
28.5M
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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