Monterey Private Wealth, Inc. Spdr S&P Midcap 400 ETF Trust Transaction History

Monterey Private Wealth, Inc.

  • $338 Million
  • Q1 2025

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 $370,656. This represents 0.1% of its overall portfolio holdings.

Number of Shares
649
Previous 649 -0.0%
Holding current value
$370,656
Previous $369,000 6.23%
% of portfolio
0.1%
Previous 0.12%

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

# of Institutions
1,535
Shares Held
33.1M
Call Options Held
821K
Put Options Held
538K
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 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.

Choose your preferred platform and Sign Up 👇 Telegram Email