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

Minot Wealth Management LLC

$389 Million
Q2 2022

A detailed history of Minot Wealth Management LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Minot Wealth Management LLC holds 2,569 shares of MDY stock, worth $1.51 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

2,569

Previous 2,518 2.03%

Holding current value

$1.51 Million

Previous $1.24 Million 14.01%

% of portfolio

0.27%

Previous 0.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 12, 2022	BUY	$402.57 - $493.76 $20,531 - $25,181	51 Added 2.03%	2,569 $1.06 Million
Q1 2022 Apr 14, 2022	SELL	$459.24 - $521.7 $15,614 - $17,737	-34 Reduced 1.33%	2,518 $1.24 Million
Q4 2021 Jan 20, 2022	BUY	$485.7 - $531.03 $213,222 - $233,122	439 Added 20.78%	2,552 $1.32 Million
Q3 2021 Oct 25, 2021	BUY	$468.36 - $506.04 $27,633 - $29,856	59 Added 2.87%	2,113 $1.02 Million
Q2 2021 Jul 19, 2021	BUY	$475.11 - $504.81 $20,904 - $22,211	44 Added 2.19%	2,054 $1 Million
Q1 2021 Apr 29, 2021	BUY	$413.34 - $489.29 $16,533 - $19,571	40 Added 2.03%	2,010 $957,000
Q4 2020 Jan 28, 2021	SELL	$343.51 - $421.75 $25,763 - $31,631	-75 Reduced 3.67%	1,970 $827,000
Q4 2019 Feb 05, 2020	BUY	$338.73 - $376.09 $692,702 - $769,104	2,045 New	2,045 $775,000

Others Institutions Holding MDY

# of Institutions

1,418

Shares Held

28.5M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Minot Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Minot Wealth Management LLC with notifications on news.

Account

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