Fortress Wealth Group, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Fortress Wealth Group, LLC

$194 Million
Q1 2025

A detailed history of Fortress Wealth Group, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 977 shares of MDY stock, worth $522,655. This represents 0.27% of its overall portfolio holdings.

Number of Shares

977

Previous 977 -0.0%

Holding current value

$522,655

Previous $556,000 6.29%

% of portfolio

0.27%

Previous 0.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$516.55 - $556.17 $75,416 - $81,200	-146 Reduced 13.0%	977 $522,000
Q4 2023 Jan 12, 2024	SELL	$425.08 - $512.6 $68,012 - $82,016	-160 Reduced 12.47%	1,123 $569,000
Q1 2023 May 12, 2023	SELL	$433.1 - $497.12 $14,292 - $16,404	-33 Reduced 2.51%	1,283 $588,000
Q4 2022 Feb 07, 2023	SELL	$409.49 - $470.66 $58,966 - $67,775	-144 Reduced 9.86%	1,316 $582,000
Q3 2022 Nov 14, 2022	SELL	$401.58 - $481.07 $16,866 - $20,204	-42 Reduced 2.8%	1,460 $586,000
Q2 2022 Aug 15, 2022	BUY	$402.57 - $493.76 $14,089 - $17,281	35 Added 2.39%	1,502 $621,000
Q4 2021 Feb 11, 2022	BUY	$485.7 - $531.03 $2,914 - $3,186	6 Added 0.41%	1,467 $727,000
Q3 2021 Nov 04, 2021	BUY	$468.36 - $506.04 $936 - $1,012	2 Added 0.14%	1,461 $703,000
Q2 2021 Aug 13, 2021	BUY	$475.11 - $504.81 $693,185 - $736,517	1,459 New	1,459 $716,000

Others Institutions Holding MDY

# of Institutions

1,511

Shares Held

29.6M

Call Options Held

723K

Put Options Held

407K

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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Fortress Wealth Group, LLC Spdr S&P Midcap 400 ETF Trust Transaction History