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

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 661 shares of MDY stock, worth $387,431. This represents 0.04% of its overall portfolio holdings.

Number of Shares
661
Previous 661 -0.0%
Holding current value
$387,431
Previous $353,000 6.52%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 17, 2024
BUY
$425.08 - $512.6 $12,327 - $14,865
29 Added 4.59%
661 $335,000
Q4 2022

Jan 12, 2023
BUY
$409.49 - $470.66 $258,797 - $297,457
632 New
632 $0

Others Institutions Holding MDY

# of Institutions
1,418
Shares Held
28.5M
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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