A detailed history of Financial Partners Capital Management LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Financial Partners Capital Management LLC holds 32,830 shares of MDY stock, worth $18.7 Million. This represents 3.24% of its overall portfolio holdings.

Number of Shares
32,830
Previous 30,387 8.04%
Holding current value
$18.7 Million
Previous $9.86 Million 147332.95%
% of portfolio
3.24%
Previous 2.84%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023

BUY
$409.49 - $470.66 $1 Million - $1.15 Million
2,443 Added 8.04%
32,830 $14.5 Billion
Q3 2022

Feb 27, 2023

BUY
$401.58 - $481.07 $42,969 - $51,474
107 Added 0.33%
32,837 $13.2 Million
Q2 2022

Feb 27, 2023

BUY
$402.57 - $493.76 $235,100 - $288,355
584 Added 1.82%
32,730 $13.5 Million
Q1 2022

Feb 27, 2023

SELL
$459.24 - $521.7 $314,120 - $356,842
-684 Reduced 2.08%
32,146 $15.8 Million
Q4 2021

Feb 27, 2023

BUY
$485.7 - $531.03 $89,854 - $98,240
185 Added 0.59%
31,623 $16.4 Million
Q3 2021

Feb 27, 2023

SELL
$468.36 - $506.04 $106,317 - $114,871
-227 Reduced 0.72%
31,438 $15.1 Million
Q2 2021

Feb 27, 2023

SELL
$475.11 - $504.81 $25,180 - $26,754
-53 Reduced 0.17%
31,665 $15.5 Million
Q1 2021

Feb 27, 2023

SELL
$413.34 - $489.29 $459,634 - $544,090
-1,112 Reduced 3.39%
31,718 $15.1 Million
Q4 2020

Feb 28, 2023

BUY
$343.51 - $421.75 $78,320 - $96,159
228 Added 0.73%
31,630 $13.3 Million
Q3 2020

Feb 28, 2023

BUY
$318.46 - $358.67 $518,452 - $583,914
1,628 Added 5.47%
31,402 $10.6 Million
Q2 2020

Aug 12, 2020

SELL
$243.09 - $355.21 $3.49 Million - $5.11 Million
-14,377 Closed
0 $0
Q1 2020

Feb 28, 2023

SELL
$220.85 - $384.02 $674,917 - $1.17 Million
-3,056 Reduced 9.31%
29,774 $7.83 Million
Q4 2018

Feb 19, 2019

BUY
$284.96 - $364.55 $1.61 Million - $2.06 Million
5,648 Added 64.7%
14,377 $4.35 Million
Q3 2018

Feb 19, 2019

SELL
$355.06 - $373.52 $78,113 - $82,174
-220 Reduced 2.46%
8,729 $3.21 Million
Q2 2018

Feb 19, 2019

BUY
$333.64 - $365.14 $61,723 - $67,550
185 Added 2.11%
8,949 $3.18 Million
Q1 2018

May 18, 2018

SELL
$327.4 - $362.51 $874,157 - $967,901
-2,670 Reduced 23.35%
8,764 $3 Million
Q4 2017

Feb 14, 2018

BUY
$329.2 - $347.26 $3.76 Million - $3.97 Million
11,434
11,434 $3.95 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 Financial Partners Capital Management LLC Portfolio

Follow Financial Partners Capital Management 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 Financial Partners Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Partners Capital Management LLC with notifications on news.