Geneos Wealth Management Inc. Spdr S&P Midcap 400 ETF Trust Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 304 shares of MDY stock, worth $181,962. This represents 0.01% of its overall portfolio holdings.

Number of Shares
304
Previous 366 16.94%
Holding current value
$181,962
Previous $208,000 16.83%
% of portfolio
0.01%
Previous 0.01%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$563.99 - $620.12 $34,967 - $38,447
-62 Reduced 16.94%
304 $173,000
Q3 2024

Nov 14, 2024
SELL
$523.84 - $572.02 $23,572 - $25,740
-45 Reduced 10.95%
366 $208,000
Q1 2024

May 03, 2024
SELL
$491.35 - $556.4 $17,197 - $19,474
-35 Reduced 7.85%
411 $228,000
Q4 2023

Jan 26, 2024
SELL
$425.08 - $512.6 $63,762 - $76,890
-150 Reduced 25.17%
446 $226,000
Q3 2023

Oct 11, 2023
BUY
$450.89 - $498.33 $16,232 - $17,939
36 Added 6.43%
596 $272,000
Q2 2023

Aug 08, 2023
SELL
$439.95 - $478.91 $2,199 - $2,394
-5 Reduced 0.88%
560 $268,000
Q1 2023

Apr 25, 2023
SELL
$433.1 - $497.12 $109,141 - $125,274
-252 Reduced 30.84%
565 $259,000
Q4 2022

Jan 30, 2023
BUY
$409.49 - $470.66 $5,732 - $6,589
14 Added 1.74%
817 $361,000
Q3 2022

Nov 14, 2022
SELL
$401.58 - $481.07 $135,332 - $162,120
-337 Reduced 29.56%
803 $322,000
Q2 2022

Jul 22, 2022
BUY
$402.57 - $493.76 $1,610 - $1,975
4 Added 0.35%
1,140 $471,000
Q1 2022

May 16, 2022
SELL
$459.24 - $521.7 $190,584 - $216,505
-415 Reduced 26.76%
1,136 $557,000
Q4 2021

Feb 09, 2022
SELL
$485.7 - $531.03 $13,599 - $14,868
-28 Reduced 1.77%
1,551 $803,000
Q3 2021

Nov 09, 2021
BUY
$468.36 - $506.04 $207,483 - $224,175
443 Added 39.0%
1,579 $771,000
Q2 2021

Jul 08, 2021
SELL
$475.11 - $504.81 $331,151 - $351,852
-697 Reduced 38.03%
1,136 $561,000
Q1 2021

Jun 17, 2021
BUY
$413.34 - $489.29 $59,520 - $70,457
144 Added 8.53%
1,833 $910,000
Q4 2020

May 19, 2021
BUY
$343.51 - $421.75 $157,671 - $193,583
459 Added 37.32%
1,689 $600,000
Q3 2020

Sep 07, 2021
BUY
$318.46 - $358.67 $2,866 - $3,228
9 Added 0.74%
1,230 $406,000
Q2 2020

Sep 07, 2021
BUY
$243.09 - $355.21 $112,307 - $164,107
462 Added 60.87%
1,221 $382,000
Q1 2020

Sep 07, 2021
SELL
$220.85 - $384.02 $670,500 - $1.17 Million
-3,036 Reduced 80.0%
759 $196,000
Q4 2019

Sep 07, 2021
SELL
$338.73 - $376.09 $191,382 - $212,490
-565 Reduced 12.96%
3,795 $1.42 Million
Q3 2019

Sep 07, 2021
BUY
$334.13 - $362.01 $228,879 - $247,976
685 Added 18.64%
4,360 $1.53 Million
Q2 2019

Sep 07, 2021
SELL
$330.13 - $361.02 $1.09 Million - $1.19 Million
-3,304 Reduced 47.34%
3,675 $1.3 Million
Q1 2019

Sep 07, 2021
BUY
$296.63 - $352.26 $1.65 Million - $1.96 Million
5,563 Added 392.87%
6,979 $2.41 Million
Q4 2018

Sep 07, 2021
SELL
$284.96 - $364.55 $2.12 Million - $2.71 Million
-7,435 Reduced 84.0%
1,416 $424,000
Q3 2018

Sep 07, 2021
BUY
$355.06 - $373.52 $1.73 Million - $1.82 Million
4,860 Added 121.77%
8,851 $3.26 Million
Q2 2018

Sep 07, 2021
BUY
$333.64 - $365.14 $329,969 - $361,123
989 Added 32.94%
3,991 $1.42 Million
Q1 2018

Sep 07, 2021
SELL
$327.4 - $362.51 $64,825 - $71,776
-198 Reduced 6.19%
3,002 $1.03 Million
Q4 2017

Sep 07, 2021
BUY
$329.2 - $347.26 $329 - $347
1 Added 0.03%
3,200 $1.11 Million
Q3 2017

Sep 07, 2021
SELL
$308.35 - $326.33 $11,100 - $11,747
-36 Reduced 1.11%
3,199 $1.04 Million
Q2 2017

Sep 07, 2021
SELL
N/A
-588 Reduced 15.38%
3,235 $1.03 Million
Q1 2017

Sep 07, 2021
BUY
N/A
226 Added 6.28%
3,823 $1.19 Million
Q4 2016

Sep 07, 2021
SELL
N/A
-333 Reduced 8.47%
3,597 $1.09 Million
Q3 2016

Sep 07, 2021
SELL
N/A
-1,765 Reduced 30.99%
3,930 $1.11 Million
Q2 2016

Sep 07, 2021
BUY
N/A
1,618 Added 39.69%
5,695 $1.55 Million
Q1 2016

Sep 07, 2021
BUY
N/A
4,077
4,077 $1.08 Million

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

MDY Quotes by TradingView
  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
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