Cassady Schiller Wealth Management, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 317 shares of MDY stock, worth $184,478. This represents 0.07% of its overall portfolio holdings.

Number of Shares
317
Previous 561 43.49%
Holding current value
$184,478
Previous $319,000 43.57%
% of portfolio
0.07%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$563.99 - $620.12 $137,613 - $151,309
-244 Reduced 43.49%
317 $180,000
Q3 2023

Nov 09, 2023
BUY
$450.89 - $498.33 $252,949 - $279,563
561 New
561 $256,000

Others Institutions Holding MDY

# of Institutions
1,532
Shares Held
33.8M
Call Options Held
821K
Put Options Held
538K
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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