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

Merriman Wealth Management, LLC

  • $2.36 Billion
  • Q3 2024

A detailed history of Merriman Wealth Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 565 shares of MDY stock, worth $330,005. This represents 0.01% of its overall portfolio holdings.

Number of Shares
565
Previous 576 1.91%
Holding current value
$330,005
Previous $308,000 4.22%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024
SELL
$523.84 - $572.02 $5,762 - $6,292
-11 Reduced 1.91%
565 $321,000
Q1 2024

May 14, 2024
SELL
$491.35 - $556.4 $36,851 - $41,730
-75 Reduced 11.52%
576 $320,000
Q1 2023

May 04, 2023
SELL
$433.1 - $497.12 $120,401 - $138,199
-278 Reduced 29.92%
651 $298,000
Q1 2022

Apr 28, 2022
SELL
$459.24 - $521.7 $1.56 Million - $1.77 Million
-3,400 Reduced 78.54%
929 $456,000
Q4 2021

Feb 01, 2022
BUY
$485.7 - $531.03 $10,685 - $11,682
22 Added 0.51%
4,351 $2.14 Million
Q4 2021

Feb 01, 2022
SELL
$485.7 - $531.03 $10,685 - $11,682
-22 Reduced 0.51%
4,329 $2.24 Million
Q3 2021

Nov 09, 2021
SELL
$468.36 - $506.04 $10,303 - $11,132
-22 Reduced 0.51%
4,329 $2.08 Million
Q2 2021

Jul 28, 2021
SELL
$475.11 - $504.81 $797,234 - $847,071
-1,678 Reduced 27.83%
4,351 $2.14 Million
Q4 2020

Feb 10, 2021
SELL
$343.51 - $421.75 $34,007 - $41,753
-99 Reduced 1.62%
6,029 $2.53 Million
Q3 2020

Oct 26, 2020
SELL
$318.46 - $358.67 $318 - $358
-1 Reduced 0.02%
6,128 $2.08 Million
Q2 2020

Jul 31, 2020
BUY
$243.09 - $355.21 $1.18 Million - $1.73 Million
4,866 Added 385.27%
6,129 $1.99 Million
Q1 2020

Apr 22, 2020
SELL
$220.85 - $384.02 $33,790 - $58,755
-153 Reduced 10.81%
1,263 $332,000
Q4 2019

Jan 23, 2020
BUY
$338.73 - $376.09 $52,841 - $58,670
156 Added 12.38%
1,416 $532,000
Q3 2019

Oct 18, 2019
SELL
$334.13 - $362.01 $46,778 - $50,681
-140 Reduced 10.0%
1,260 $444,000
Q2 2019

Jul 31, 2019
BUY
$330.13 - $361.02 $330 - $361
1 Added 0.07%
1,400 $4.97 Million
Q1 2019

Apr 23, 2019
BUY
$296.63 - $352.26 $89,285 - $106,030
301 Added 27.41%
1,399 $483,000
Q4 2018

Jan 28, 2019
SELL
$284.96 - $364.55 $21,087 - $26,976
-74 Reduced 6.31%
1,098 $336,000
Q3 2018

Nov 06, 2018
BUY
$355.06 - $373.52 $355 - $373
1 Added 0.09%
1,172 $431,000
Q2 2018

Aug 10, 2018
BUY
$333.64 - $365.14 $667 - $730
2 Added 0.17%
1,171 $416,000
Q1 2018

Apr 10, 2018
SELL
$327.4 - $362.51 $62,860 - $69,601
-192 Reduced 14.11%
1,169 $400,000
Q4 2017

Feb 05, 2018
SELL
$329.2 - $347.26 $152,419 - $160,781
-463 Reduced 25.38%
1,361 $470,000
Q3 2017

Oct 19, 2017
BUY
$308.35 - $326.33 $562,430 - $595,225
1,824
1,824 $595,000

Others Institutions Holding MDY

# of Institutions
1,453
Shares Held
27.4M
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
Track This Portfolio

Track Merriman Wealth Management, LLC Portfolio

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

News

Stay updated on Merriman Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email