Holistic Financial Partners Spdr S&P Midcap 400 ETF Trust Transaction History

Holistic Financial Partners

  • $205 Million
  • Q3 2024

A detailed history of Holistic Financial Partners transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Holistic Financial Partners holds 1,368 shares of MDY stock, worth $835,451. This represents 0.38% of its overall portfolio holdings.

Number of Shares
1,368
Previous 1,401 2.36%
Holding current value
$835,451
Previous $749,000 4.01%
% of portfolio
0.38%
Previous 0.4%

Shares

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

Nov 07, 2024
SELL
$523.84 - $572.02 $17,286 - $18,876
-33 Reduced 2.36%
1,368 $779,000
Q2 2024

Jul 30, 2024
BUY
$516.55 - $556.17 $1,033 - $1,112
2 Added 0.14%
1,401 $749,000
Q1 2024

May 08, 2024
BUY
$491.35 - $556.4 $1,965 - $2,225
4 Added 0.29%
1,399 $778,000
Q4 2023

Feb 12, 2024
BUY
$425.08 - $512.6 $1,700 - $2,050
4 Added 0.29%
1,395 $707,000
Q3 2023

Nov 08, 2023
SELL
$450.89 - $498.33 $93,785 - $103,652
-208 Reduced 13.01%
1,391 $635,000
Q2 2023

Aug 09, 2023
BUY
$439.95 - $478.91 $1,319 - $1,436
3 Added 0.19%
1,599 $765,000
Q1 2023

May 04, 2023
SELL
$433.1 - $497.12 $37,679 - $43,249
-87 Reduced 5.17%
1,596 $731,000
Q4 2022

Feb 07, 2023
BUY
$409.49 - $470.66 $2,456 - $2,823
6 Added 0.36%
1,683 $745,000
Q3 2022

Nov 09, 2022
BUY
$401.58 - $481.07 $1,606 - $1,924
4 Added 0.24%
1,677 $674,000
Q2 2022

Aug 02, 2022
BUY
$402.57 - $493.76 $1,610 - $1,975
4 Added 0.24%
1,673 $692,000
Q2 2021

Aug 13, 2021
BUY
$475.11 - $504.81 $57,013 - $60,577
120 Added 7.75%
1,669 $819,000
Q3 2020

Nov 13, 2020
SELL
$318.46 - $358.67 $4,458 - $5,021
-14 Reduced 0.9%
1,549 $526,000
Q1 2020

May 05, 2020
SELL
$220.85 - $384.02 $3,091 - $5,376
-14 Reduced 0.89%
1,563 $411,000
Q4 2019

Feb 06, 2020
SELL
$338.73 - $376.09 $77,569 - $86,124
-229 Reduced 12.68%
1,577 $592,000
Q3 2019

Nov 07, 2019
SELL
$334.13 - $362.01 $42,100 - $45,613
-126 Reduced 6.52%
1,806 $636,000
Q2 2019

Aug 07, 2019
SELL
$330.13 - $361.02 $1,980 - $2,166
-6 Reduced 0.31%
1,932 $685,000
Q1 2019

May 07, 2019
SELL
$296.63 - $352.26 $56,656 - $67,281
-191 Reduced 8.97%
1,938 $669,000
Q4 2018

Feb 11, 2019
SELL
$284.96 - $364.55 $1,424 - $1,822
-5 Reduced 0.23%
2,129 $644,000
Q3 2018

Nov 05, 2018
BUY
$355.06 - $373.52 $757,698 - $797,091
2,134 New
2,134 $784,000
Q2 2018

Aug 14, 2018
SELL
$333.64 - $365.14 $737,010 - $806,594
-2,209 Closed
0 $0
Q1 2018

May 14, 2018
SELL
$327.4 - $362.51 $89,052 - $98,602
-272 Reduced 10.96%
2,209 $755,000
Q4 2017

Feb 09, 2018
BUY
$329.2 - $347.26 $816,745 - $861,552
2,481
2,481 $857,000

Others Institutions Holding MDY

# of Institutions
1,421
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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