Bordeaux Wealth Advisors LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Bordeaux Wealth Advisors LLC

$777 Million
Q2 2025

A detailed history of Bordeaux Wealth Advisors LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 16,500 shares of MDY stock, worth $9.7 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

16,500

Previous 17,296 4.6%

Holding current value

$9.7 Million

Previous $9.23 Million 1.29%

% of portfolio

1.2%

Previous 1.72%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$468.22 - $566.51 $372,703 - $450,941	-796 Reduced 4.6%	16,500 $9.35 Million
Q4 2024 Jan 30, 2025	SELL	$563.99 - $620.12 $1.14 Million - $1.26 Million	-2,028 Reduced 10.49%	17,296 $9.85 Million
Q3 2024 Nov 04, 2024	BUY	$523.84 - $572.02 $73,337 - $80,082	140 Added 0.73%	19,324 $11 Million
Q4 2023 Feb 06, 2024	SELL	$425.08 - $512.6 $125,398 - $151,217	-295 Reduced 1.51%	19,184 $9.73 Million
Q2 2023 Aug 09, 2023	SELL	$439.95 - $478.91 $742,195 - $807,921	-1,687 Reduced 7.97%	19,479 $9.33 Million
Q4 2021 Jan 27, 2022	SELL	$485.7 - $531.03 $485,700 - $531,030	-1,000 Reduced 4.51%	21,166 $11 Million
Q3 2021 Nov 08, 2021	SELL	$468.36 - $506.04 $411,688 - $444,809	-879 Reduced 3.81%	22,166 $10.7 Million
Q1 2021 Apr 26, 2021	SELL	$413.34 - $489.29 $187,656 - $222,137	-454 Reduced 1.93%	23,045 $11 Million
Q4 2020 Feb 04, 2021	BUY	$343.51 - $421.75 $8.07 Million - $9.91 Million	23,499 New	23,499 $9.87 Million

Others Institutions Holding MDY

# of Institutions

1,529

Shares Held

28.8M

Call Options Held

813K

Put Options Held

601K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

More about MDY

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Bordeaux Wealth Advisors LLC Spdr S&P Midcap 400 ETF Trust Transaction History