Essex Financial Services, Inc. Spdr S&P Midcap 400 ETF Trust Transaction History

Essex Financial Services, Inc.

$1.33 Billion
Q1 2025

A detailed history of Essex Financial Services, Inc. transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Essex Financial Services, Inc. holds 2,627 shares of MDY stock, worth $1.46 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,627

Previous 2,574 2.06%

Holding current value

$1.46 Million

Previous $1.47 Million 4.43%

% of portfolio

0.11%

Previous 0.11%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$522.96 - $601.18 $27,716 - $31,862	53 Added 2.06%	2,627 $1.4 Million
Q4 2024 Jan 29, 2025	BUY	$563.99 - $620.12 $54,707 - $60,151	97 Added 3.92%	2,574 $1.47 Million
Q3 2024 Oct 24, 2024	SELL	$523.84 - $572.02 $179,153 - $195,630	-342 Reduced 12.13%	2,477 $1.41 Million
Q2 2024 Aug 09, 2024	BUY	$516.55 - $556.17 $15,496 - $16,685	30 Added 1.08%	2,819 $1.51 Million
Q2 2024 Jul 31, 2024	BUY	$516.55 - $556.17 $105,892 - $114,014	205 Added 7.93%	2,789 $1.49 Million
Q1 2024 Apr 23, 2024	BUY	$491.35 - $556.4 $260,415 - $294,892	530 Added 25.8%	2,584 $1.44 Million
Q4 2023 Feb 05, 2024	BUY	$425.08 - $512.6 $27,630 - $33,319	65 Added 3.27%	2,054 $1.04 Million
Q3 2023 Nov 15, 2023	BUY	$450.89 - $498.33 $23,446 - $25,913	52 Added 2.68%	1,989 $908,000
Q2 2023 Aug 08, 2023	BUY	$439.95 - $478.91 $3,079 - $3,352	7 Added 0.36%	1,937 $927,000
Q1 2023 May 11, 2023	SELL	$433.1 - $497.12 $7,795 - $8,948	-18 Reduced 0.92%	1,930 $884,000
Q3 2022 Nov 07, 2022	BUY	$401.58 - $481.07 $170,671 - $204,454	425 Added 27.91%	1,948 $782,000
Q2 2022 Aug 01, 2022	BUY	$402.57 - $493.76 $113,122 - $138,746	281 Added 22.62%	1,523 $630,000
Q1 2022 Apr 21, 2022	SELL	$459.24 - $521.7 $9,184 - $10,434	-20 Reduced 1.58%	1,242 $609,000
Q3 2021 Nov 10, 2021	SELL	$468.36 - $506.04 $6,557 - $7,084	-14 Reduced 1.1%	1,262 $607,000
Q1 2021 May 11, 2021	BUY	$413.34 - $489.29 $14,466 - $17,125	35 Added 2.82%	1,276 $607,000
Q4 2020 Feb 05, 2021	BUY	$343.51 - $421.75 $199,579 - $245,036	581 Added 88.03%	1,241 $521,000
Q3 2020 Nov 10, 2020	BUY	$318.46 - $358.67 $210,183 - $236,722	660 New	660 $224,000
Q2 2018 Aug 07, 2018	SELL	$333.64 - $365.14 $434,732 - $475,777	-1,303 Closed	0 $0
Q1 2018 May 03, 2018	BUY	$327.4 - $362.51 $426,602 - $472,350	1,303 New	1,303 $445,000
Q3 2017 Nov 03, 2017	SELL	$308.35 - $326.33 $496,135 - $525,064	-1,609 Closed	0 $0
Q2 2017 Aug 07, 2017	BUY	N/A	1,609	1,609 $511,000

Others Institutions Holding MDY

# of Institutions

1,514

Shares Held

31.8M

Call Options Held

821K

Put Options Held

433K

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About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

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Essex Financial Services, Inc. Spdr S&P Midcap 400 ETF Trust Transaction History