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

Litman Gregory Wealth Management LLC

  • $1.19 Billion
  • Q3 2024

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 857 shares of MDY stock, worth $527,072. This represents 0.04% of its overall portfolio holdings.

Number of Shares
857
Previous 857 -0.0%
Holding current value
$527,072
Previous $458,000 6.55%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,423
Shares Held
28.7M
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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