Litman Gregory Wealth Management LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Litman Gregory Wealth Management LLC

$1.27 Billion
Q2 2025

A detailed history of Litman Gregory Wealth Management LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 852 shares of MDY stock, worth $512,537. This represents 0.04% of its overall portfolio holdings.

Number of Shares

852

Previous 852 -0.0%

Holding current value

$512,537

Previous $454,000 6.17%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$563.99 - $620.12 $2,819 - $3,100	-5 Reduced 0.58%	852 $485,000
Q1 2024 May 03, 2024	BUY	$491.35 - $556.4 $421,086 - $476,834	857 New	857 $476,000
Q4 2019 Jan 30, 2020	SELL	$338.73 - $376.09 $53,519 - $59,422	-158 Closed	0 $0
Q4 2018 Feb 01, 2019	SELL	$284.96 - $364.55 $2,564 - $3,280	-9 Reduced 5.39%	158 $48,000
Q2 2018 Aug 09, 2018	SELL	$333.64 - $365.14 $8,341 - $9,128	-25 Reduced 13.02%	167 $59,000
Q1 2018 May 07, 2018	BUY	$327.4 - $362.51 $8,184 - $9,062	25 Added 14.97%	192 $66,000
Q3 2017 Nov 09, 2017	BUY	$308.35 - $326.33 $51,494 - $54,497	167	167 $54,000

Others Institutions Holding MDY

# of Institutions

1,528

Shares Held

31.4M

Call Options Held

813K

Put Options Held

601K

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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Litman Gregory Wealth Management LLC Spdr S&P Midcap 400 ETF Trust Transaction History