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 $270,474. This represents 0.02% of its overall portfolio holdings.

Number of Shares
507
Previous 496 2.22%
Holding current value
$270,474
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
1,530
Shares Held
30.4M
Call Options Held
723K
Put Options Held
407K
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 Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, 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 Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email