A detailed history of Iht Wealth Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Iht Wealth Management, LLC holds 989 shares of MDY stock, worth $585,725. This represents 0.02% of its overall portfolio holdings.

Number of Shares
989
Previous 605 63.47%
Holding current value
$585,725
Previous $323,000 74.3%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$523.84 - $572.02 $201,154 - $219,655
384 Added 63.47%
989 $563,000
Q2 2024

Aug 14, 2024

SELL
$516.55 - $556.17 $10,847 - $11,679
-21 Reduced 3.35%
605 $323,000
Q1 2024

May 15, 2024

SELL
$491.35 - $556.4 $205,875 - $233,131
-419 Reduced 40.1%
626 $348,000
Q4 2023

Feb 14, 2024

SELL
$425.08 - $512.6 $38,682 - $46,646
-91 Reduced 8.01%
1,045 $530,000
Q3 2023

Nov 14, 2023

BUY
$450.89 - $498.33 $53,205 - $58,802
118 Added 11.59%
1,136 $518,000
Q1 2023

May 15, 2023

BUY
$433.1 - $497.12 $2,165 - $2,485
5 Added 0.49%
1,018 $466,000
Q4 2022

Feb 14, 2023

BUY
$409.49 - $470.66 $40,949 - $47,066
100 Added 10.95%
1,013 $448,000
Q3 2022

Nov 22, 2022

BUY
$401.58 - $481.07 $366,642 - $439,216
913 New
913 $367,000
Q2 2022

Aug 15, 2022

SELL
$402.57 - $493.76 $192,428 - $236,017
-478 Closed
0 $0
Q1 2022

May 16, 2022

SELL
$459.24 - $521.7 $1,836 - $2,086
-4 Reduced 0.83%
478 $234,000
Q4 2021

Feb 14, 2022

SELL
$485.7 - $531.03 $88,397 - $96,647
-182 Reduced 27.41%
482 $250,000
Q3 2021

Nov 15, 2021

SELL
$468.36 - $506.04 $1.29 Million - $1.39 Million
-2,745 Reduced 80.52%
664 $319,000
Q2 2021

Aug 16, 2021

BUY
$475.11 - $504.81 $1.32 Million - $1.4 Million
2,771 Added 434.33%
3,409 $1.67 Million
Q1 2021

May 18, 2021

BUY
$413.34 - $489.29 $263,710 - $312,167
638 New
638 $304,000
Q2 2018

Aug 13, 2018

SELL
$333.64 - $365.14 $28,359 - $31,036
-85 Closed
0 $0
Q1 2018

May 15, 2018

SELL
$327.4 - $362.51 $2,619 - $2,900
-8 Reduced 8.6%
85 $28,000
Q4 2017

Feb 14, 2018

BUY
$329.2 - $347.26 $19,093 - $20,141
58 Added 165.71%
93 $33,000
Q3 2017

Nov 14, 2017

BUY
$308.35 - $326.33 $10,792 - $11,421
35
35 $12,000

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 Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, 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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.