Investment Advisory Group, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Investment Advisory Group, LLC

$291 Million
Q4 2024

A detailed history of Investment Advisory Group, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Investment Advisory Group, LLC holds 3,359 shares of MDY stock, worth $2 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

3,359

Previous 3,444 2.47%

Holding current value

$2 Million

Previous $1.96 Million 2.45%

% of portfolio

0.66%

Previous 0.69%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$563.99 - $620.12 $47,939 - $52,710	-85 Reduced 2.47%	3,359 $1.91 Million
Q3 2024 Oct 15, 2024	SELL	$523.84 - $572.02 $59,193 - $64,638	-113 Reduced 3.18%	3,444 $1.96 Million
Q2 2024 Jul 31, 2024	BUY	$516.55 - $556.17 $24,277 - $26,139	47 Added 1.34%	3,557 $1.9 Million
Q1 2024 Apr 29, 2024	SELL	$491.35 - $556.4 $73,702 - $83,460	-150 Reduced 4.1%	3,510 $1.95 Million
Q3 2023 Oct 16, 2023	SELL	$450.89 - $498.33 $450 - $498	-1 Reduced 0.03%	3,660 $1.67 Million
Q2 2023 Jul 17, 2023	SELL	$439.95 - $478.91 $7,919 - $8,620	-18 Reduced 0.49%	3,661 $1.75 Million
Q4 2022 Jan 19, 2023	SELL	$409.49 - $470.66 $1,637 - $1,882	-4 Reduced 0.11%	3,679 $0
Q3 2022 Oct 24, 2022	BUY	$401.58 - $481.07 $401 - $481	1 Added 0.03%	3,683 $1.48 Million
Q4 2021 Feb 11, 2022	BUY	$485.7 - $531.03 $1.79 Million - $1.96 Million	3,682 New	3,682 $1.8 Million

Others Institutions Holding MDY

# of Institutions

1,448

Shares Held

27.4M

Call Options Held

428K

Put Options Held

269K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

More about MDY

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Investment Advisory Group, LLC Spdr S&P Midcap 400 ETF Trust Transaction History