Intelligent Financial Strategies Spdr S&P Midcap 400 ETF Trust Transaction History

Intelligent Financial Strategies

$175 Million
Q4 2024

A detailed history of Intelligent Financial Strategies transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Intelligent Financial Strategies holds 3,846 shares of MDY stock, worth $2.05 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

3,846

Previous 3,857 0.29%

Holding current value

$2.05 Million

Previous $2.2 Million 0.32%

% of portfolio

1.25%

Previous 1.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$563.99 - $620.12 $6,203 - $6,821	-11 Reduced 0.29%	3,846 $2.19 Million
Q4 2023 Feb 08, 2024	BUY	$425.08 - $512.6 $2,550 - $3,075	6 Added 0.16%	3,857 $1.96 Million
Q3 2023 Oct 30, 2023	BUY	$450.89 - $498.33 $1,803 - $1,993	4 Added 0.1%	3,851 $1.76 Million
Q2 2023 Jul 20, 2023	BUY	$439.95 - $478.91 $1,759 - $1,915	4 Added 0.1%	3,847 $1.84 Million
Q1 2023 May 01, 2023	BUY	$433.1 - $497.12 $2,165 - $2,485	5 Added 0.13%	3,843 $1.76 Million
Q4 2021 Feb 15, 2022	BUY	$485.7 - $531.03 $1.86 Million - $2.04 Million	3,838 New	3,838 $1.99 Million

Others Institutions Holding MDY

# of Institutions

1,530

Shares Held

30.4M

Call Options Held

723K

Put Options Held

407K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

More about MDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Intelligent Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Intelligent Financial Strategies with notifications on news.

Account

Intelligent Financial Strategies Spdr S&P Midcap 400 ETF Trust Transaction History