Lifeworks Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Lifeworks Advisors, LLC

  • $496 Million
  • Q3 2024

A detailed history of Lifeworks Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 676 shares of MDY stock, worth $412,839. This represents 0.08% of its overall portfolio holdings.

Number of Shares
676
Previous 775 12.77%
Holding current value
$412,839
Previous $414,000 7.0%
% of portfolio
0.08%
Previous 0.12%

Shares

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

Nov 06, 2024
SELL
$523.84 - $572.02 $51,860 - $56,629
-99 Reduced 12.77%
676 $385,000
Q2 2024

Aug 13, 2024
SELL
$516.55 - $556.17 $20,145 - $21,690
-39 Reduced 4.79%
775 $414,000
Q1 2024

May 10, 2024
BUY
$491.35 - $556.4 $28,006 - $31,714
57 Added 7.53%
814 $452,000
Q4 2023

Feb 12, 2024
SELL
$425.08 - $512.6 $26,354 - $31,781
-62 Reduced 7.57%
757 $384,000
Q3 2023

Nov 01, 2023
SELL
$450.89 - $498.33 $39,678 - $43,853
-88 Reduced 9.7%
819 $373,000
Q1 2023

May 15, 2023
BUY
$433.1 - $497.12 $392,821 - $450,887
907 New
907 $415,000

Others Institutions Holding MDY

# of Institutions
1,421
Shares Held
28.5M
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
Track This Portfolio

Track Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email