Compass Planning Associates Inc Spdr S&P Midcap 400 ETF Trust Transaction History

Compass Planning Associates Inc

  • $98.9 Billion
  • Q1 2025

A detailed history of Compass Planning Associates Inc transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Compass Planning Associates Inc holds 1,044 shares of MDY stock, worth $540,280. This represents 0.56% of its overall portfolio holdings.

Number of Shares
1,044
Previous 1,043 0.1%
Holding current value
$540,280
Previous $594 Million 6.26%
% of portfolio
0.56%
Previous 0.6%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$522.96 - $601.18 $522 - $601
1 Added 0.1%
1,044 $557 Million
Q4 2024

Feb 03, 2025
BUY
$563.99 - $620.12 $588,241 - $646,785
1,043 New
1,043 $594 Million

Others Institutions Holding MDY

# of Institutions
1,516
Shares Held
30.4M
Call Options Held
723K
Put Options Held
407K
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
Track This Portfolio

Track Compass Planning Associates Inc Portfolio

Follow Compass Planning Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Planning Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Compass Planning Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email