A detailed history of Foundations Investment Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 985 shares of MDY stock, worth $601,549. This represents 0.01% of its overall portfolio holdings.

Number of Shares
985
Previous 813 21.16%
Holding current value
$601,549
Previous $435,000 28.97%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 21, 2024

BUY
$523.84 - $572.02 $90,100 - $98,387
172 Added 21.16%
985 $561,000
Q2 2024

Aug 02, 2024

BUY
$516.55 - $556.17 $21,178 - $22,802
41 Added 5.31%
813 $435,000
Q1 2024

May 13, 2024

SELL
$491.35 - $556.4 $202,927 - $229,793
-413 Reduced 34.85%
772 $429,000
Q4 2023

Feb 08, 2024

BUY
$425.08 - $512.6 $162,805 - $196,325
383 Added 47.76%
1,185 $601,000
Q3 2023

Oct 05, 2023

SELL
$450.89 - $498.33 $17,133 - $18,936
-38 Reduced 4.52%
802 $366,000
Q2 2023

Jul 19, 2023

SELL
$439.95 - $478.91 $212,055 - $230,834
-482 Reduced 36.46%
840 $402,000
Q1 2023

Apr 25, 2023

BUY
$433.1 - $497.12 $180,602 - $207,299
417 Added 46.08%
1,322 $606,000
Q4 2022

Jan 11, 2023

BUY
$409.49 - $470.66 $44,634 - $51,301
109 Added 13.69%
905 $0
Q3 2022

Oct 19, 2022

BUY
$401.58 - $481.07 $48,189 - $57,728
120 Added 17.75%
796 $320,000
Q2 2022

Jul 08, 2022

BUY
$402.57 - $493.76 $272,137 - $333,781
676 New
676 $281,000
Q2 2021

Jul 14, 2021

SELL
$475.11 - $504.81 $229,478 - $243,823
-483 Closed
0 $0
Q4 2020

Jan 13, 2021

BUY
$343.51 - $421.75 $165,915 - $203,705
483 New
483 $213,000
Q2 2019

Jul 08, 2019

SELL
$330.13 - $361.02 $42.6 Million - $46.6 Million
-129,136 Closed
0 $0
Q1 2019

Apr 08, 2019

BUY
$296.63 - $352.26 $24.2 Million - $28.8 Million
81,627 Added 171.81%
129,136 $44.6 Million
Q4 2018

Feb 11, 2019

BUY
$284.96 - $364.55 $9.88 Million - $12.6 Million
34,676 Added 270.21%
47,509 $16.1 Million
Q3 2018

Nov 09, 2018

BUY
$355.06 - $373.52 $346,538 - $364,555
976 Added 8.23%
12,833 $4.72 Million
Q2 2018

Aug 14, 2018

BUY
$333.64 - $365.14 $3.96 Million - $4.33 Million
11,857 New
11,857 $4.21 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 Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.