Foundations Investment Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Foundations Investment Advisors, LLC

  • $3.58 Billion
  • Q1 2024

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 772 shares of MDY stock, worth $413,081. This represents 0.01% of its overall portfolio holdings.

Number of Shares
772
Previous 1,185 34.85%
Holding current value
$413,081
Previous $601,000 28.62%
% of portfolio
0.01%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
1,371
Shares Held
26.6M
Call Options Held
222K
Put Options Held
327K
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email