Institute For Wealth Management, Llc. Spdr S&P Midcap 400 ETF Trust Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 640 shares of MDY stock, worth $373,753. This represents 0.05% of its overall portfolio holdings.

Number of Shares
640
Previous 1,040 38.46%
Holding current value
$373,753
Previous $592,000 38.51%
% of portfolio
0.05%
Previous 0.08%

Shares

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

Jan 23, 2025
SELL
$563.99 - $620.12 $225,596 - $248,048
-400 Reduced 38.46%
640 $364,000
Q3 2024

Nov 12, 2024
BUY
$523.84 - $572.02 $523 - $572
1 Added 0.1%
1,040 $592,000
Q2 2024

Jul 25, 2024
SELL
$516.55 - $556.17 $178,726 - $192,434
-346 Reduced 24.98%
1,039 $555,000
Q1 2024

Apr 30, 2024
SELL
$491.35 - $556.4 $24,076 - $27,263
-49 Reduced 3.42%
1,385 $770,000
Q3 2023

Oct 13, 2023
SELL
$450.89 - $498.33 $67,182 - $74,251
-149 Reduced 9.41%
1,434 $654,000
Q2 2023

Jul 25, 2023
BUY
$439.95 - $478.91 $23,757 - $25,861
54 Added 3.53%
1,583 $758,000
Q1 2023

Apr 20, 2023
BUY
$433.1 - $497.12 $12,559 - $14,416
29 Added 1.93%
1,529 $700,000
Q4 2022

Feb 02, 2023
BUY
$409.49 - $470.66 $8,599 - $9,883
21 Added 1.42%
1,500 $664,000
Q3 2022

Oct 18, 2022
BUY
$401.58 - $481.07 $401 - $481
1 Added 0.07%
1,479 $594,000
Q1 2022

Apr 29, 2022
SELL
$459.24 - $521.7 $80,367 - $91,297
-175 Reduced 10.59%
1,478 $725,000
Q4 2021

Jan 21, 2022
BUY
$485.7 - $531.03 $99,082 - $108,330
204 Added 14.08%
1,653 $856,000
Q1 2021

May 04, 2021
BUY
$413.34 - $489.29 $413 - $489
1 Added 0.07%
1,449 $690,000
Q4 2020

Feb 01, 2021
BUY
$343.51 - $421.75 $58,396 - $71,697
170 Added 13.3%
1,448 $608,000
Q3 2020

Nov 03, 2020
SELL
$318.46 - $358.67 $5,095 - $5,738
-16 Reduced 1.24%
1,278 $433,000
Q2 2020

Jul 30, 2020
BUY
$243.09 - $355.21 $21,148 - $30,903
87 Added 7.21%
1,294 $420,000
Q1 2020

Apr 29, 2020
BUY
$220.85 - $384.02 $5,521 - $9,600
25 Added 2.12%
1,207 $317,000
Q4 2019

Feb 27, 2020
BUY
$338.73 - $376.09 $249,982 - $277,554
738 Added 166.22%
1,182 $444,000
Q4 2019

Jan 27, 2020
SELL
$338.73 - $376.09 $249,982 - $277,554
-738 Reduced 62.44%
444 $444,000
Q3 2019

Oct 28, 2019
BUY
$334.13 - $362.01 $169,069 - $183,177
506 Added 74.85%
1,182 $417,000
Q2 2019

Aug 02, 2019
SELL
$330.13 - $361.02 $196,097 - $214,445
-594 Reduced 46.77%
676 $240,000
Q1 2019

May 15, 2019
SELL
$296.63 - $352.26 $4,746 - $5,636
-16 Reduced 1.24%
1,270 $439,000
Q4 2018

Feb 08, 2019
BUY
$284.96 - $364.55 $366,458 - $468,811
1,286 New
1,286 $389,000

Others Institutions Holding MDY

# of Institutions
1,512
Shares Held
29.1M
Call Options Held
657K
Put Options Held
415K
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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