Bsw Wealth Partners Spdr S&P Midcap 400 ETF Trust Transaction History

Bsw Wealth Partners

  • $661 Million
  • Q3 2024

A detailed history of Bsw Wealth Partners transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Bsw Wealth Partners holds 1,118 shares of MDY stock, worth $632,351. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,118
Previous 979 14.2%
Holding current value
$632,351
Previous $523,000 21.61%
% of portfolio
0.1%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$523.84 - $572.02 $72,813 - $79,510
139 Added 14.2%
1,118 $636,000
Q1 2024

Apr 23, 2024
BUY
$491.35 - $556.4 $154,283 - $174,709
314 Added 47.22%
979 $544,000
Q1 2023

May 15, 2023
SELL
$433.1 - $497.12 $9,528 - $10,936
-22 Reduced 3.2%
665 $304,000
Q4 2022

Feb 13, 2023
SELL
$409.49 - $470.66 $28,254 - $32,475
-69 Reduced 9.13%
687 $304,000
Q4 2020

Feb 16, 2021
BUY
$343.51 - $421.75 $259,693 - $318,843
756 New
756 $317,000

Others Institutions Holding MDY

# of Institutions
1,423
Shares Held
26.6M
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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