Marcum Wealth, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Marcum Wealth, LLC holds 507 shares of MDY stock, worth $295,048. This represents 0.02% of its overall portfolio holdings.

Number of Shares
507
Previous 496 2.22%
Holding current value
$295,048
Previous $282,000 4.26%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 02, 2025
BUY
$522.96 - $601.18 $5,752 - $6,612
11 Added 2.22%
507 $270,000
Q4 2024

Jan 13, 2025
SELL
$563.99 - $620.12 $1,691 - $1,860
-3 Reduced 0.6%
496 $282,000
Q3 2024

Oct 08, 2024
BUY
$523.84 - $572.02 $1,047 - $1,144
2 Added 0.4%
499 $284,000
Q2 2024

Jul 02, 2024
SELL
$516.55 - $556.17 $18,595 - $20,022
-36 Reduced 6.75%
497 $265,000
Q1 2024

Apr 10, 2024
BUY
$491.35 - $556.4 $5,404 - $6,120
11 Added 2.11%
533 $296,000
Q4 2023

Jan 10, 2024
BUY
$425.08 - $512.6 $15,302 - $18,453
36 Added 7.41%
522 $264,000
Q1 2023

Apr 19, 2023
SELL
$433.1 - $497.12 $4,764 - $5,468
-11 Reduced 2.21%
486 $222,000
Q4 2022

Jan 12, 2023
SELL
$409.49 - $470.66 $6,142 - $7,059
-15 Reduced 2.93%
497 $0
Q3 2022

Oct 11, 2022
SELL
$401.58 - $481.07 $16,464 - $19,723
-41 Reduced 7.41%
512 $206,000
Q2 2022

Jul 14, 2022
BUY
$402.57 - $493.76 $222,621 - $273,049
553 New
553 $229,000
Q3 2021

Nov 08, 2021
SELL
$468.36 - $506.04 $437,448 - $472,641
-934 Closed
0 $0
Q2 2021

Aug 10, 2021
SELL
$475.11 - $504.81 $4,751 - $5,048
-10 Reduced 1.06%
934 $459,000
Q1 2021

May 11, 2021
BUY
$413.34 - $489.29 $390,192 - $461,889
944 New
944 $449,000

Others Institutions Holding MDY

# of Institutions
1,525
Shares Held
31.8M
Call Options Held
810K
Put Options Held
601K
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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