Lutz Financial Services LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Lutz Financial Services LLC

  • $1.23 Billion
  • Q3 2024

A detailed history of Lutz Financial Services LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Lutz Financial Services LLC holds 19,518 shares of MDY stock, worth $11.1 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
19,518
Previous 19,572 0.28%
Holding current value
$11.1 Million
Previous $10.5 Million 6.17%
% of portfolio
0.9%
Previous 0.91%

Shares

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

Oct 29, 2024
SELL
$523.84 - $572.02 $28,287 - $30,889
-54 Reduced 0.28%
19,518 $11.1 Million
Q2 2024

Jul 29, 2024
SELL
$516.55 - $556.17 $12,913 - $13,904
-25 Reduced 0.13%
19,572 $10.5 Million
Q1 2024

May 03, 2024
SELL
$491.35 - $556.4 $16,214 - $18,361
-33 Reduced 0.17%
19,597 $10.9 Million
Q4 2023

Feb 07, 2024
SELL
$425.08 - $512.6 $44,208 - $53,310
-104 Reduced 0.53%
19,630 $9.96 Million
Q3 2023

Nov 03, 2023
SELL
$450.89 - $498.33 $140,226 - $154,980
-311 Reduced 1.55%
19,734 $9.01 Million
Q1 2023

May 01, 2023
SELL
$433.1 - $497.12 $6,496 - $7,456
-15 Reduced 0.07%
20,045 $9.19 Million
Q4 2022

Feb 06, 2023
SELL
$409.49 - $470.66 $8,599 - $9,883
-21 Reduced 0.1%
20,060 $8.88 Million
Q3 2022

Oct 21, 2022
SELL
$401.58 - $481.07 $1,204 - $1,443
-3 Reduced 0.01%
20,081 $8.07 Million
Q1 2022

Apr 25, 2022
SELL
$459.24 - $521.7 $70,263 - $79,820
-153 Reduced 0.76%
20,084 $9.85 Million
Q4 2021

Jan 19, 2022
SELL
$485.7 - $531.03 $33,999 - $37,172
-70 Reduced 0.34%
20,237 $10.5 Million
Q3 2021

Oct 27, 2021
SELL
$468.36 - $506.04 $2,341 - $2,530
-5 Reduced 0.02%
20,307 $9.77 Million
Q2 2021

Jul 26, 2021
SELL
$475.11 - $504.81 $84,569 - $89,856
-178 Reduced 0.87%
20,312 $9.97 Million
Q1 2021

Apr 27, 2021
SELL
$413.34 - $489.29 $128,962 - $152,658
-312 Reduced 1.5%
20,490 $9.75 Million
Q4 2020

Feb 12, 2021
SELL
$343.51 - $421.75 $386,792 - $474,890
-1,126 Reduced 5.13%
20,802 $8.74 Million
Q3 2020

Nov 05, 2020
SELL
$318.46 - $358.67 $14,649 - $16,498
-46 Reduced 0.21%
21,928 $7.43 Million
Q2 2020

Jul 28, 2020
SELL
$243.09 - $355.21 $54,209 - $79,211
-223 Reduced 1.0%
21,974 $7.13 Million
Q1 2020

Apr 27, 2020
SELL
$220.85 - $384.02 $97,174 - $168,968
-440 Reduced 1.94%
22,197 $5.84 Million
Q4 2019

Feb 03, 2020
SELL
$338.73 - $376.09 $36,244 - $40,241
-107 Reduced 0.47%
22,637 $8.5 Million
Q3 2019

Oct 31, 2019
SELL
$334.13 - $362.01 $76,181 - $82,538
-228 Reduced 0.99%
22,744 $8.02 Million
Q2 2019

Aug 13, 2019
SELL
$330.13 - $361.02 $43,577 - $47,654
-132 Reduced 0.57%
22,972 $8.15 Million
Q1 2019

May 06, 2019
SELL
$296.63 - $352.26 $16,018 - $19,022
-54 Reduced 0.23%
23,104 $7.98 Million
Q4 2018

Feb 13, 2019
SELL
$284.96 - $364.55 $104,580 - $133,789
-367 Reduced 1.56%
23,158 $7.01 Million
Q3 2018

Nov 13, 2018
BUY
$355.06 - $373.52 $3.15 Million - $3.31 Million
8,864 Added 60.46%
23,525 $8.64 Million
Q2 2018

Aug 15, 2018
SELL
$333.64 - $365.14 $40,704 - $44,547
-122 Reduced 0.83%
14,661 $5.21 Million
Q1 2018

Apr 17, 2018
SELL
$327.4 - $362.51 $34,377 - $38,063
-105 Reduced 0.71%
14,783 $5.05 Million
Q4 2017

Apr 17, 2018
BUY
$329.2 - $347.26 $4.9 Million - $5.17 Million
14,888
14,888 $5.14 Million

Others Institutions Holding MDY

# of Institutions
1,422
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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