Morris Retirement Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Morris Retirement Advisors, LLC

$184 Million
Q4 2024

A detailed history of Morris Retirement Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 494 shares of MDY stock, worth $288,491. This represents 0.15% of its overall portfolio holdings.

Number of Shares

494

Previous 494 -0.0%

Holding current value

$288,491

Previous $281,000 -0.0%

% of portfolio

0.15%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	SELL	$450.89 - $498.33 $20,740 - $22,923	-46 Reduced 8.52%	494 $225,000
Q4 2022 Feb 02, 2023	SELL	$409.49 - $470.66 $1,228 - $1,411	-3 Reduced 0.55%	540 $239,000
Q3 2022 Oct 14, 2022	SELL	$401.58 - $481.07 $28,512 - $34,155	-71 Reduced 11.56%	543 $224,000
Q1 2022 May 10, 2022	SELL	$459.24 - $521.7 $1,377 - $1,565	-3 Reduced 0.49%	614 $301,000
Q4 2021 Feb 02, 2022	SELL	$485.7 - $531.03 $21,370 - $23,365	-44 Reduced 6.66%	617 $319,000
Q3 2021 Oct 28, 2021	SELL	$468.36 - $506.04 $8,898 - $9,614	-19 Reduced 2.79%	661 $318,000
Q4 2020 Feb 01, 2021	BUY	$343.51 - $421.75 $233,586 - $286,790	680 New	680 $286,000

Others Institutions Holding MDY

# of Institutions

1,512

Shares Held

29.1M

Call Options Held

657K

Put Options Held

415K

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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Morris Retirement Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History