Congress Wealth Management LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,191 shares of MDY stock, worth $727,355. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,191
Previous 1,263 5.7%
Holding current value
$727,355
Previous $675,000 0.44%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024
SELL
$523.84 - $572.02 $37,716 - $41,185
-72 Reduced 5.7%
1,191 $678,000
Q2 2024

Aug 13, 2024
BUY
$516.55 - $556.17 $26,344 - $28,364
51 Added 4.21%
1,263 $675,000
Q1 2024

Apr 18, 2024
SELL
$491.35 - $556.4 $1.15 Million - $1.3 Million
-2,336 Reduced 65.84%
1,212 $674,000
Q4 2023

Feb 09, 2024
BUY
$425.08 - $512.6 $1.04 Million - $1.25 Million
2,437 Added 219.35%
3,548 $1.8 Million
Q3 2023

Oct 30, 2023
SELL
$450.89 - $498.33 $11,272 - $12,458
-25 Reduced 2.2%
1,111 $507,000
Q2 2023

Jul 13, 2023
SELL
$439.95 - $478.91 $434,230 - $472,684
-987 Reduced 46.49%
1,136 $544,000
Q1 2023

Apr 14, 2023
SELL
$433.1 - $497.12 $82,722 - $94,949
-191 Reduced 8.25%
2,123 $973,000
Q4 2022

Feb 02, 2023
BUY
$409.49 - $470.66 $72,889 - $83,777
178 Added 8.33%
2,314 $1.02 Million
Q3 2022

Nov 08, 2022
SELL
$401.58 - $481.07 $22,488 - $26,939
-56 Reduced 2.55%
2,136 $858,000
Q2 2022

Aug 11, 2022
BUY
$402.57 - $493.76 $218,192 - $267,617
542 Added 32.85%
2,192 $906,000
Q1 2022

May 16, 2022
SELL
$459.24 - $521.7 $13,777 - $15,651
-30 Reduced 1.79%
1,650 $810,000
Q4 2021

Feb 04, 2022
BUY
$485.7 - $531.03 $815,976 - $892,130
1,680 New
1,680 $870,000

Others Institutions Holding MDY

# of Institutions
1,421
Shares Held
28.5M
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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