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

Kovitz Investment Group Partners, LLC

  • $28.6 Billion
  • Q4 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 17,633 shares of MDY stock, worth $9.72 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,633
Previous 17,633 -0.0%
Holding current value
$9.72 Million
Previous $10 Million -0.0%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Feb 14, 2025
SELL
$563.99 - $620.12 $111,670 - $122,783
-198 Reduced 1.11%
17,633 $10 Million
Q3 2024

Nov 14, 2024
BUY
$523.84 - $572.02 $3.32 Million - $3.62 Million
6,334 Added 55.09%
17,831 $10.2 Million
Q2 2024

Aug 14, 2024
SELL
$516.55 - $556.17 $591,449 - $636,814
-1,145 Reduced 9.06%
11,497 $6.15 Million
Q1 2024

May 14, 2024
BUY
$491.35 - $556.4 $6.21 Million - $7.03 Million
12,642 New
12,642 $7.03 Million
Q2 2022

Aug 02, 2022
SELL
$402.57 - $493.76 $192,428 - $236,017
-478 Closed
0 $0
Q1 2022

Apr 22, 2022
BUY
$459.24 - $521.7 $219,516 - $249,372
478 New
478 $234,000
Q4 2021

Feb 04, 2022
SELL
$485.7 - $531.03 $231,193 - $252,770
-476 Closed
0 $0
Q3 2021

Oct 28, 2021
SELL
$468.36 - $506.04 $6,557 - $7,084
-14 Reduced 2.86%
476 $229,000
Q2 2021

Aug 04, 2021
BUY
$475.11 - $504.81 $232,803 - $247,356
490 New
490 $241,000

Others Institutions Holding MDY

# of Institutions
1,527
Shares Held
29.2M
Call Options Held
723K
Put Options Held
407K
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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