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

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 2,285 shares of MDY stock, worth $1.37 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,285

Previous 2,304 0.82%

Holding current value

$1.37 Million

Previous $1.23 Million 5.6%

% of portfolio

0.03%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$523.84 - $572.02 $9,952 - $10,868	-19 Reduced 0.82%	2,285 $1.3 Million
Q1 2024 Apr 19, 2024	BUY	$491.35 - $556.4 $245,675 - $278,200	500 Added 27.72%	2,304 $1.28 Million
Q4 2023 Jan 11, 2024	BUY	$425.08 - $512.6 $32,731 - $39,470	77 Added 4.46%	1,804 $915,000
Q1 2023 Apr 26, 2023	SELL	$433.1 - $497.12 $85,320 - $97,932	-197 Reduced 10.24%	1,727 $791,000
Q2 2022 Jul 22, 2022	BUY	$402.57 - $493.76 $549,910 - $674,476	1,366 Added 244.8%	1,924 $795,000
Q3 2021 Oct 14, 2021	SELL	$468.36 - $506.04 $18,734 - $20,241	-40 Reduced 6.69%	558 $268,000
Q3 2020 Nov 05, 2020	BUY	$318.46 - $358.67 $190,439 - $214,484	598 New	598 $203,000
Q1 2020 Apr 10, 2020	SELL	$220.85 - $384.02 $137,589 - $239,244	-623 Closed	0 $0
Q4 2019 Jan 13, 2020	BUY	$338.73 - $376.09 $10,839 - $12,034	32 Added 5.41%	623 $234,000
Q3 2019 Oct 29, 2019	BUY	$334.13 - $362.01 $6,014 - $6,516	18 Added 3.14%	591 $208,000
Q2 2019 Jul 10, 2019	SELL	$330.13 - $361.02 $71,308 - $77,980	-216 Reduced 27.38%	573 $203,000
Q1 2019 Apr 10, 2019	BUY	$296.63 - $352.26 $5,339 - $6,340	18 Added 2.33%	789 $273,000
Q4 2018 Jan 15, 2019	BUY	$284.96 - $364.55 $219,704 - $281,068	771 New	771 $233,000
Q3 2018 Oct 09, 2018	SELL	$355.06 - $373.52 $273,751 - $287,983	-771 Closed	0 $0
Q3 2017 Oct 13, 2017	BUY	$308.35 - $326.33 $237,737 - $251,600	771	771 $252,000

Others Institutions Holding MDY

# of Institutions

1,433

Shares Held

26.9M

Call Options Held

428K

Put Options Held

269K

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