A detailed history of Monterey Private Wealth, Inc. transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 649 shares of MDY stock, worth $384,363. This represents 0.13% of its overall portfolio holdings.

Number of Shares
649
Previous 649 -0.0%
Holding current value
$384,363
Previous $347,000 6.34%
% of portfolio
0.13%
Previous 0.13%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 20, 2023

BUY
$409.49 - $470.66 $265,759 - $305,458
649 New
649 $0

Others Institutions Holding MDY

About SPDR S&P MIDCAP 400 ETF TRUST


  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
Track This Portfolio

Track Monterey Private Wealth, Inc. Portfolio

Follow Monterey Private Wealth, Inc. 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 Monterey Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Monterey Private Wealth, Inc. with notifications on news.