Ever Source Wealth Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,356 shares of MDY stock, worth $1.45 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,356
Previous 2,356 -0.0%
Holding current value
$1.45 Million
Previous $1.26 Million 6.51%
% of portfolio
0.09%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$516.55 - $556.17 $299,082 - $322,022
-579 Reduced 19.73%
2,356 $1.26 Million
Q1 2024

Jun 11, 2024
SELL
$491.35 - $556.4 $149,861 - $169,702
-305 Reduced 9.41%
2,935 $1.63 Million
Q4 2023

Feb 09, 2024
SELL
$425.08 - $512.6 $91,817 - $110,721
-216 Reduced 6.25%
3,240 $1.64 Million
Q3 2023

Nov 03, 2023
BUY
$450.89 - $498.33 $182,610 - $201,823
405 Added 13.27%
3,456 $1.58 Million
Q2 2023

Aug 04, 2023
SELL
$439.95 - $478.91 $42,235 - $45,975
-96 Reduced 3.05%
3,051 $1.46 Million
Q1 2023

May 11, 2023
BUY
$433.1 - $497.12 $203,123 - $233,149
469 Added 17.51%
3,147 $1.44 Million
Q4 2022

Feb 09, 2023
BUY
$409.49 - $470.66 $1.02 Million - $1.17 Million
2,494 Added 1355.43%
2,678 $1.19 Million
Q3 2022

Nov 07, 2022
BUY
$401.58 - $481.07 $73,890 - $88,516
184 New
184 $74,000
Q1 2022

May 25, 2022
SELL
$459.24 - $521.7 $49,597 - $56,343
-108 Closed
0 $0
Q4 2021

Feb 07, 2022
BUY
$485.7 - $531.03 $52,455 - $57,351
108 New
108 $56,000

Others Institutions Holding MDY

# of Institutions
1,423
Shares Held
28.7M
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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