Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr S&P Midcap 400 ETF Trust Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.37 Billion
Q2 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 950 shares of MDY stock, worth $540,806. This represents 0.02% of its overall portfolio holdings.

Number of Shares

950

Previous 895 6.15%

Holding current value

$540,806

Previous $497,000 2.21%

% of portfolio

0.02%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$516.55 - $556.17 $28,410 - $30,589	55 Added 6.15%	950 $508,000
Q1 2024 May 06, 2024	SELL	$491.35 - $556.4 $4,913 - $5,564	-10 Reduced 1.1%	895 $497,000
Q4 2023 Feb 06, 2024	SELL	$425.08 - $512.6 $59,511 - $71,764	-140 Reduced 13.4%	905 $459,000
Q1 2023 May 09, 2023	SELL	$433.1 - $497.12 $32,482 - $37,284	-75 Reduced 6.7%	1,045 $479,000
Q3 2022 Nov 02, 2022	SELL	$401.58 - $481.07 $6,023 - $7,216	-15 Reduced 1.32%	1,120 $450,000
Q2 2022 Aug 02, 2022	SELL	$402.57 - $493.76 $12,882 - $15,800	-32 Reduced 2.74%	1,135 $469,000
Q1 2022 May 13, 2022	BUY	$459.24 - $521.7 $14,695 - $16,694	32 Added 2.82%	1,167 $572,000
Q4 2021 Feb 14, 2022	BUY	$485.7 - $531.03 $24,285 - $26,551	50 Added 4.61%	1,135 $588,000
Q3 2021 Nov 02, 2021	SELL	$468.36 - $506.04 $51,519 - $55,664	-110 Reduced 9.21%	1,085 $522,000
Q1 2021 May 17, 2021	BUY	$413.34 - $489.29 $103,335 - $122,322	250 Added 26.46%	1,195 $569,000
Q4 2020 Feb 12, 2021	SELL	$343.51 - $421.75 $3,435 - $4,217	-10 Reduced 1.05%	945 $397,000
Q1 2020 May 11, 2020	SELL	$220.85 - $384.02 $26,502 - $46,082	-120 Reduced 11.16%	955 $251,000
Q3 2019 Nov 13, 2019	SELL	$334.13 - $362.01 $87,542 - $94,846	-262 Reduced 19.6%	1,075 $379,000
Q2 2019 Aug 12, 2019	SELL	$330.13 - $361.02 $13,205 - $14,440	-40 Reduced 2.9%	1,337 $474,000
Q1 2019 May 13, 2019	BUY	$296.63 - $352.26 $41,528 - $49,316	140 Added 11.32%	1,377 $476,000
Q3 2018 Nov 13, 2018	BUY	$355.06 - $373.52 $71,012 - $74,704	200 Added 19.29%	1,237 $455,000
Q2 2018 Aug 13, 2018	BUY	$333.64 - $365.14 $32,696 - $35,783	98 Added 10.44%	1,037 $368,000
Q1 2018 May 14, 2018	BUY	$327.4 - $362.51 $307,428 - $340,396	939 New	939 $321,000

Others Institutions Holding MDY

# of Institutions

1,376

Shares Held

25.9M

Call Options Held

181K

Put Options Held

241K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

More about MDY

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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr S&P Midcap 400 ETF Trust Transaction History