Kingsview Wealth Management, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 4,117 shares of MDY stock, worth $2.36 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,117

Previous 4,140 0.56%

Holding current value

$2.36 Million

Previous $2.22 Million 5.87%

% of portfolio

0.05%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$523.84 - $572.02 $12,048 - $13,156	-23 Reduced 0.56%	4,117 $2.35 Million
Q2 2024 Aug 14, 2024	BUY	$516.55 - $556.17 $12,913 - $13,904	25 Added 0.61%	4,140 $2.22 Million
Q1 2024 May 09, 2024	BUY	$491.35 - $556.4 $89,425 - $101,264	182 Added 4.63%	4,115 $2.29 Million
Q4 2023 Feb 08, 2024	BUY	$425.08 - $512.6 $96,068 - $115,847	226 Added 6.1%	3,933 $2 Million
Q3 2023 Nov 07, 2023	BUY	$450.89 - $498.33 $155,106 - $171,425	344 Added 10.23%	3,707 $1.69 Million
Q2 2023 Aug 10, 2023	SELL	$439.95 - $478.91 $24,637 - $26,818	-56 Reduced 1.64%	3,363 $1.61 Million
Q4 2022 Feb 13, 2023	SELL	$409.49 - $470.66 $2,047 - $2,353	-5 Reduced 0.15%	3,419 $1.51 Million
Q3 2022 Nov 14, 2022	SELL	$401.58 - $481.07 $44,976 - $53,879	-112 Reduced 3.17%	3,424 $1.38 Million
Q2 2022 Aug 16, 2022	BUY	$402.57 - $493.76 $604,660 - $741,627	1,502 Added 73.84%	3,536 $1.46 Million
Q1 2022 Feb 08, 2024	SELL	$459.24 - $521.7 $862,452 - $979,752	-1,878 Reduced 47.75%	2,055 $1.01 Million
Q4 2021 Feb 17, 2022	BUY	$485.7 - $531.03 $27,684 - $30,268	57 Added 2.88%	2,034 $1.05 Million
Q2 2021 Aug 17, 2021	BUY	$475.11 - $504.81 $213,799 - $227,164	450 Added 29.47%	1,977 $979,000
Q1 2021 May 24, 2021	SELL	$413.34 - $489.29 $2.77 Million - $3.28 Million	-6,702 Reduced 81.44%	1,527 $737,000
Q4 2020 Feb 16, 2021	BUY	$343.51 - $421.75 $74,885 - $91,941	218 Added 2.72%	8,229 $3.46 Million
Q3 2020 Nov 19, 2020	BUY	$318.46 - $358.67 $1.16 Million - $1.31 Million	3,656 Added 83.95%	8,011 $2.71 Million
Q2 2020 Aug 14, 2020	BUY	$243.09 - $355.21 $178,428 - $260,724	734 Added 20.27%	4,355 $1.41 Million
Q1 2020 May 11, 2020	BUY	$220.85 - $384.02 $72,217 - $125,574	327 Added 9.93%	3,621 $952,000
Q4 2019 Jan 31, 2020	BUY	$338.73 - $376.09 $1.12 Million - $1.24 Million	3,294 New	3,294 $1.24 Million

Others Institutions Holding MDY

# of Institutions

1,422

Shares Held

28.7M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Account

Kingsview Wealth Management, LLC Spdr S&P Midcap 400 ETF Trust Transaction History