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

Fsm Wealth Advisors, LLC

$377 Million
Q3 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 439 shares of MDY stock, worth $259,993. This represents 0.07% of its overall portfolio holdings.

Number of Shares

439

Previous 525 16.38%

Holding current value

$259,993

Previous $280,000 10.71%

% of portfolio

0.07%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$523.84 - $572.02 $45,050 - $49,193	-86 Reduced 16.38%	439 $250,000
Q1 2024 May 14, 2024	BUY	$491.35 - $556.4 $11,301 - $12,797	23 Added 4.58%	525 $292,000
Q4 2023 May 14, 2024	SELL	$425.08 - $512.6 $37,407 - $45,108	-88 Reduced 14.92%	502 $254,000
Q3 2023 Nov 14, 2023	SELL	$450.89 - $498.33 $194,784 - $215,278	-432 Reduced 42.27%	590 $269,000
Q4 2022 Jan 19, 2023	BUY	$409.49 - $470.66 $27,026 - $31,063	66 Added 6.9%	1,022 $0
Q2 2022 Aug 12, 2022	BUY	$402.57 - $493.76 $384,856 - $472,034	956 New	956 $440,000

Others Institutions Holding MDY

# of Institutions

1,421

Shares Held

28.7M

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