A detailed history of Nicolet Advisory Services, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 4,123 shares of MDY stock, worth $2.37 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,123
Previous 3,977 3.67%
Holding current value
$2.37 Million
Previous $2.13 Million 10.34%
% of portfolio
0.22%
Previous 0.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$523.84 - $572.02 $76,480 - $83,514
146 Added 3.67%
4,123 $2.35 Million
Q2 2024

Aug 14, 2024

BUY
$516.55 - $556.17 $3,099 - $3,337
6 Added 0.15%
3,977 $2.13 Million
Q1 2024

May 09, 2024

BUY
$491.35 - $556.4 $57,979 - $65,655
118 Added 3.06%
3,971 $2.21 Million
Q4 2023

Feb 13, 2024

BUY
$425.08 - $512.6 $1.33 Million - $1.61 Million
3,137 Added 438.13%
3,853 $1.95 Million
Q3 2023

Nov 07, 2023

BUY
$450.89 - $498.33 $8,566 - $9,468
19 Added 2.73%
716 $326,000
Q2 2023

Aug 09, 2023

BUY
$439.95 - $478.91 $3,519 - $3,831
8 Added 1.16%
697 $333,000
Q1 2023

May 09, 2023

BUY
$433.1 - $497.12 $298,405 - $342,515
689 New
689 $315,000
Q3 2020

Oct 27, 2020

SELL
$318.46 - $358.67 $421,959 - $475,237
-1,325 Closed
0 $0
Q1 2020

Apr 21, 2020

BUY
$220.85 - $384.02 $135,160 - $235,020
612 Added 85.83%
1,325 $348,000
Q4 2019

Jan 23, 2020

BUY
$338.73 - $376.09 $241,514 - $268,152
713 New
713 $268,000

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 Nicolet Advisory Services, LLC Portfolio

Follow Nicolet Advisory Services, LLC 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 Nicolet Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nicolet Advisory Services, LLC with notifications on news.