A detailed history of Creative One Wealth, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Creative One Wealth, LLC holds 2,668 shares of MDY stock, worth $1.43 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,668
Previous 2,618 1.91%
Holding current value
$1.43 Million
Previous $1.33 Million 11.82%
% of portfolio
0.06%
Previous 0.09%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$491.35 - $556.4 $24,567 - $27,820
50 Added 1.91%
2,668 $1.49 Million
Q4 2023

Feb 09, 2024

SELL
$425.08 - $512.6 $28,905 - $34,856
-68 Reduced 2.53%
2,618 $1.33 Million
Q3 2023

Oct 17, 2023

SELL
$450.89 - $498.33 $160,967 - $177,903
-357 Reduced 11.73%
2,686 $1.23 Million
Q2 2023

Aug 16, 2023

BUY
$439.95 - $478.91 $10,998 - $11,972
25 Added 0.83%
3,043 $1.46 Million
Q2 2023

Aug 14, 2023

SELL
$439.95 - $478.91 $64,672 - $70,399
-147 Reduced 4.64%
3,018 $1.44 Million
Q1 2023

May 15, 2023

BUY
$433.1 - $497.12 $69,296 - $79,539
160 Added 5.32%
3,165 $1.45 Million
Q4 2022

Feb 14, 2023

BUY
$409.49 - $470.66 $1,637 - $1,882
4 Added 0.13%
3,005 $1.33 Million
Q3 2022

Nov 14, 2022

SELL
$401.58 - $481.07 $1,204 - $1,443
-3 Reduced 0.1%
3,001 $1.21 Million
Q2 2022

Aug 12, 2022

SELL
$402.57 - $493.76 $6,038 - $7,406
-15 Reduced 0.5%
3,004 $1.24 Million
Q1 2022

May 13, 2022

SELL
$459.24 - $521.7 $652,120 - $740,814
-1,420 Reduced 31.99%
3,019 $1.48 Million
Q4 2021

Feb 15, 2022

BUY
$485.7 - $531.03 $753,806 - $824,158
1,552 Added 53.76%
4,439 $2.3 Million
Q3 2021

Nov 16, 2021

SELL
$468.36 - $506.04 $318,484 - $344,107
-680 Reduced 19.06%
2,887 $1.39 Million
Q2 2021

Aug 13, 2021

SELL
$475.11 - $504.81 $17,103 - $18,173
-36 Reduced 1.0%
3,567 $1.75 Million
Q1 2021

May 17, 2021

BUY
$413.34 - $489.29 $315,378 - $373,328
763 Added 26.87%
3,603 $1.72 Million
Q4 2020

Feb 12, 2021

BUY
$343.51 - $421.75 $975,568 - $1.2 Million
2,840 New
2,840 $1.19 Million

Others Institutions Holding MDY

About SPDR S&P MIDCAP 400 ETF TRUST


  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC 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 Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.