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

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Kowal Investment Group, LLC holds 43,102 shares of MDY stock, worth $25.5 Million. This represents 4.57% of its overall portfolio holdings.

Number of Shares
43,102
Previous 42,095 2.39%
Holding current value
$25.5 Million
Previous $22.5 Million 9.01%
% of portfolio
4.57%
Previous 4.53%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$523.84 - $572.02 $527,506 - $576,024
1,007 Added 2.39%
43,102 $24.6 Million
Q2 2024

Aug 13, 2024
SELL
$516.55 - $556.17 $244,328 - $263,068
-473 Reduced 1.11%
42,095 $22.5 Million
Q1 2024

Apr 18, 2024
BUY
$491.35 - $556.4 $60,927 - $68,993
124 Added 0.29%
42,568 $23.7 Million
Q4 2023

Jan 22, 2024
BUY
$425.08 - $512.6 $745,165 - $898,587
1,753 Added 4.31%
42,444 $21.5 Million
Q3 2023

Oct 25, 2023
BUY
$450.89 - $498.33 $508,603 - $562,116
1,128 Added 2.85%
40,691 $18.6 Million
Q2 2023

Jul 18, 2023
BUY
$439.95 - $478.91 $1.08 Million - $1.18 Million
2,456 Added 6.62%
39,563 $18.9 Million
Q1 2023

Apr 21, 2023
BUY
$433.1 - $497.12 $4.72 Million - $5.42 Million
10,902 Added 41.6%
37,107 $17 Million
Q4 2022

Jan 25, 2023
BUY
$409.49 - $470.66 $8.95 Million - $10.3 Million
21,858 Added 502.83%
26,205 $0
Q3 2022

Nov 09, 2022
BUY
$401.58 - $481.07 $1.75 Million - $2.09 Million
4,347 New
4,347 $1.75 Million
Q4 2021

Feb 11, 2022
SELL
$485.7 - $531.03 $69,455 - $75,937
-143 Closed
0 $0
Q3 2021

Nov 12, 2021
BUY
$468.36 - $506.04 $66,975 - $72,363
143 New
143 $69,000

Others Institutions Holding MDY

# of Institutions
1,433
Shares Held
26.9M
Call Options Held
428K
Put Options Held
269K
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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