New Edge Wealth, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

New Edge Wealth, LLC

$5.41 Billion
Q3 2024

A detailed history of New Edge Wealth, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, New Edge Wealth, LLC holds 1,002 shares of MDY stock, worth $590,859. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,002

Previous 839 19.43%

Holding current value

$590,859

Previous $448,000 27.23%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$523.84 - $572.02 $85,385 - $93,239	163 Added 19.43%	1,002 $570,000
Q2 2024 Aug 01, 2024	BUY	$516.55 - $556.17 $66,634 - $71,745	129 Added 18.17%	839 $448,000
Q1 2024 May 06, 2024	SELL	$491.35 - $556.4 $25,058 - $28,376	-51 Reduced 6.7%	710 $395,000
Q4 2023 Jan 29, 2024	BUY	$425.08 - $512.6 $48,459 - $58,436	114 Added 17.62%	761 $386,000
Q3 2023 Nov 08, 2023	BUY	$450.89 - $498.33 $291,725 - $322,419	647 New	647 $295,000
Q4 2022 Feb 14, 2023	BUY	$409.49 - $470.66 $2.27 Million - $2.6 Million	5,532 New	5,532 $2.45 Million
Q1 2022 May 10, 2022	SELL	$459.24 - $521.7 $1.47 Million - $1.67 Million	-3,203 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$485.7 - $531.03 $1.56 Million - $1.7 Million	3,203 New	3,203 $1.66 Million

Others Institutions Holding MDY

# of Institutions

1,447

Shares Held

27.4M

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 New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.

Account

New Edge Wealth, LLC Spdr S&P Midcap 400 ETF Trust Transaction History