Delap Wealth Advisory, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Delap Wealth Advisory, LLC

  • $247 Billion
  • Q1 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 503 shares of MDY stock, worth $268,048. This represents 0.11% of its overall portfolio holdings.

Number of Shares
503
Previous 1,006 50.0%
Holding current value
$268,048
Previous $510 Million 45.17%
% of portfolio
0.11%
Previous 0.23%

Shares

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

May 14, 2024
SELL
$491.35 - $556.4 $247,149 - $279,869
-503 Reduced 50.0%
503 $280 Million
Q4 2023

Feb 14, 2024
BUY
$425.08 - $512.6 $213,815 - $257,837
503 Added 100.0%
1,006 $510 Million
Q1 2023

May 15, 2023
SELL
$433.1 - $497.12 $77,524 - $88,984
-179 Reduced 26.25%
503 $231 Million
Q4 2022

Feb 13, 2023
BUY
$409.49 - $470.66 $279,272 - $320,990
682 New
682 $302 Million

Others Institutions Holding MDY

# of Institutions
1,374
Shares Held
26.6M
Call Options Held
222K
Put Options Held
327K
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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