Castle Rock Wealth Management, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Castle Rock Wealth Management, LLC

  • $400 Million
  • Q3 2024

A detailed history of Castle Rock Wealth Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 2,235 shares of MDY stock, worth $1.32 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,235
Previous 2,161 3.42%
Holding current value
$1.32 Million
Previous $1.16 Million 10.12%
% of portfolio
0.32%
Previous 0.3%

Shares

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

Oct 09, 2024
BUY
$523.84 - $572.02 $38,764 - $42,329
74 Added 3.42%
2,235 $1.27 Million
Q2 2024

Jul 12, 2024
BUY
$516.55 - $556.17 $40,807 - $43,937
79 Added 3.79%
2,161 $1.16 Million
Q1 2024

May 13, 2024
BUY
$491.35 - $556.4 $63,384 - $71,775
129 Added 6.61%
2,082 $1.16 Million
Q4 2023

Jan 08, 2024
BUY
$425.08 - $512.6 $830,181 - $1 Million
1,953 New
1,953 $990,000

Others Institutions Holding MDY

# of Institutions
1,428
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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