Marion Wealth Management Spdr S&P Midcap 400 ETF Trust Transaction History

Marion Wealth Management

$373 Million
Q3 2024

A detailed history of Marion Wealth Management transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Marion Wealth Management holds 2,028 shares of MDY stock, worth $1.16 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

2,028

Previous 1,714 18.32%

Holding current value

$1.16 Million

Previous $917,000 25.95%

% of portfolio

0.31%

Previous 0.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$523.84 - $572.02 $164,485 - $179,614	314 Added 18.32%	2,028 $1.16 Million
Q2 2024 Jul 09, 2024	BUY	$516.55 - $556.17 $152,382 - $164,070	295 Added 20.79%	1,714 $917,000
Q1 2024 Apr 08, 2024	BUY	$491.35 - $556.4 $203,910 - $230,906	415 Added 41.33%	1,419 $789,000
Q4 2023 Jan 10, 2024	SELL	$425.08 - $512.6 $8,076 - $9,739	-19 Reduced 1.86%	1,004 $509,000
Q3 2023 Oct 18, 2023	BUY	$450.89 - $498.33 $226,346 - $250,161	502 Added 96.35%	1,023 $467,000
Q2 2023 Jul 24, 2023	BUY	$439.95 - $478.91 $439 - $478	1 Added 0.19%	521 $249,000
Q1 2023 Apr 24, 2023	BUY	$433.1 - $497.12 $866 - $994	2 Added 0.39%	520 $238,000
Q4 2022 Jan 19, 2023	BUY	$409.49 - $470.66 $212,115 - $243,801	518 New	518 $0

Others Institutions Holding MDY

# of Institutions

1,421

Shares Held

28.7M

Call Options Held

428K

Put Options Held

269K

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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Marion Wealth Management Spdr S&P Midcap 400 ETF Trust Transaction History