Hb Wealth Management, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Hb Wealth Management, LLC

$12.3 Billion
Q2 2025

A detailed history of Hb Wealth Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Hb Wealth Management, LLC holds 3,869 shares of MDY stock, worth $2.24 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,869

Previous 6,158 37.17%

Holding current value

$2.24 Million

Previous $3.29 Million 33.3%

% of portfolio

0.02%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$468.22 - $566.51 $1.07 Million - $1.3 Million	-2,289 Reduced 37.17%	3,869 $2.19 Million
Q1 2025 May 07, 2025	SELL	$522.96 - $601.18 $156,365 - $179,752	-299 Reduced 4.63%	6,158 $3.29 Million
Q4 2024 Jan 15, 2025	SELL	$563.99 - $620.12 $1.82 Million - $2 Million	-3,230 Reduced 33.34%	6,457 $3.68 Million
Q3 2024 Oct 15, 2024	BUY	$523.84 - $572.02 $4,714 - $5,148	9 Added 0.09%	9,687 $5.52 Million
Q2 2024 Jul 26, 2024	SELL	$516.55 - $556.17 $546,509 - $588,427	-1,058 Reduced 9.85%	9,678 $5.18 Million
Q1 2024 Apr 30, 2024	SELL	$491.35 - $556.4 $7,370 - $8,346	-15 Reduced 0.14%	10,736 $5.97 Million
Q4 2023 Jan 16, 2024	BUY	$425.08 - $512.6 $71,413 - $86,116	168 Added 1.59%	10,751 $5.45 Million
Q3 2023 Oct 13, 2023	SELL	$450.89 - $498.33 $28,406 - $31,394	-63 Reduced 0.59%	10,583 $4.83 Million
Q2 2023 Jul 13, 2023	BUY	$439.95 - $478.91 $241,092 - $262,442	548 Added 5.43%	10,646 $5.1 Million
Q1 2023 Apr 13, 2023	BUY	$433.1 - $497.12 $71,028 - $81,527	164 Added 1.65%	10,098 $4.63 Million
Q4 2022 Jan 20, 2023	BUY	$409.49 - $470.66 $253,064 - $290,867	618 Added 6.63%	9,934 $0
Q3 2022 Oct 19, 2022	BUY	$401.58 - $481.07 $434,107 - $520,036	1,081 Added 13.13%	9,316 $3.74 Million
Q2 2022 Jul 15, 2022	SELL	$402.57 - $493.76 $313,199 - $384,145	-778 Reduced 8.63%	8,235 $3.41 Million
Q1 2022 May 16, 2022	BUY	$459.24 - $521.7 $1.16 Million - $1.32 Million	2,526 Added 38.94%	9,013 $4.42 Million
Q4 2021 Feb 15, 2022	BUY	$485.7 - $531.03 $3.15 Million - $3.44 Million	6,487 New	6,487 $3.36 Million

Others Institutions Holding MDY

# of Institutions

1,527

Shares Held

33.3M

Call Options Held

821K

Put Options Held

433K

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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Hb Wealth Management, LLC Spdr S&P Midcap 400 ETF Trust Transaction History