Forum Financial Management, LP Spdr S&P Midcap 400 ETF Trust Transaction History

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024

A detailed history of Forum Financial Management, LP transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Forum Financial Management, LP holds 650 shares of MDY stock, worth $381,940. This represents 0.01% of its overall portfolio holdings.

Number of Shares
650
Previous 580 12.07%
Holding current value
$381,940
Previous $310,000 19.35%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$523.84 - $572.02 $36,668 - $40,041
70 Added 12.07%
650 $370,000
Q4 2023

Feb 07, 2024
SELL
$425.08 - $512.6 $36,981 - $44,596
-87 Reduced 13.04%
580 $294,000
Q3 2023

Nov 03, 2023
BUY
$450.89 - $498.33 $39,227 - $43,354
87 Added 15.0%
667 $304,000
Q2 2022

Aug 15, 2022
BUY
$402.57 - $493.76 $233,490 - $286,380
580 New
580 $240,000

Others Institutions Holding MDY

# of Institutions
1,419
Shares Held
28.5M
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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