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

Cap Wealth Advisors, LLC

  • $892 Million
  • Q4 2024

A detailed history of Cap Wealth Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Cap Wealth Advisors, LLC holds 471 shares of MDY stock, worth $278,210. This represents 0.03% of its overall portfolio holdings.

Number of Shares
471
Previous 471 -0.0%
Holding current value
$278,210
Previous $268,000 -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 31, 2024
SELL
$523.84 - $572.02 $45,574 - $49,765
-87 Reduced 15.59%
471 $268,000
Q4 2023

Jan 31, 2024
BUY
$425.08 - $512.6 $2,975 - $3,588
7 Added 1.27%
558 $283,000
Q3 2023

Nov 01, 2023
BUY
$450.89 - $498.33 $5,410 - $5,979
12 Added 2.23%
551 $251,000
Q2 2023

Aug 07, 2023
BUY
$439.95 - $478.91 $8,799 - $9,578
20 Added 3.85%
539 $258,000
Q1 2023

May 02, 2023
BUY
$433.1 - $497.12 $6,496 - $7,456
15 Added 2.98%
519 $237,000
Q4 2022

Feb 01, 2023
BUY
$409.49 - $470.66 $206,382 - $237,212
504 New
504 $223,000

Others Institutions Holding MDY

# of Institutions
1,451
Shares Held
27.4M
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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