A detailed history of Garrett Wealth Advisory Group, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Garrett Wealth Advisory Group, LLC holds 484 shares of MDY stock, worth $297,669. This represents 0.07% of its overall portfolio holdings.

Number of Shares
484
Previous 397 21.91%
Holding current value
$297,669
Previous $212,000 29.72%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 31, 2024

BUY
$523.84 - $572.02 $45,574 - $49,765
87 Added 21.91%
484 $275,000
Q2 2024

Jul 19, 2024

BUY
$516.55 - $556.17 $12,397 - $13,348
24 Added 6.43%
397 $212,000
Q1 2024

Apr 29, 2024

BUY
$491.35 - $556.4 $183,273 - $207,537
373 New
373 $207,000
Q3 2020

Oct 23, 2020

SELL
$318.46 - $358.67 $198,082 - $223,092
-622 Closed
0 $0
Q2 2020

Jul 20, 2020

BUY
$243.09 - $355.21 $151,201 - $220,940
622 New
622 $203,000
Q1 2020

Apr 16, 2020

SELL
$220.85 - $384.02 $146,202 - $254,221
-662 Closed
0 $0
Q4 2019

Jan 28, 2020

BUY
$338.73 - $376.09 $1,016 - $1,128
3 Added 0.46%
662 $249,000
Q3 2019

Oct 18, 2019

BUY
$334.13 - $362.01 $13,031 - $14,118
39 Added 6.29%
659 $232,000
Q2 2019

Jul 29, 2019

SELL
$330.13 - $361.02 $1,320 - $1,444
-4 Reduced 0.64%
620 $217,000
Q1 2019

Apr 24, 2019

BUY
$296.63 - $352.26 $185,097 - $219,810
624 New
624 $214,000

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 Garrett Wealth Advisory Group, LLC Portfolio

Follow Garrett Wealth Advisory Group, 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 Garrett Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Garrett Wealth Advisory Group, LLC with notifications on news.