Octavia Wealth Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Octavia Wealth Advisors, LLC

  • $806 Million
  • Q3 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 746 shares of MDY stock, worth $441,005. This represents 0.05% of its overall portfolio holdings.

Number of Shares
746
Previous 744 0.27%
Holding current value
$441,005
Previous $398,000 6.53%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 10, 2024
BUY
$523.84 - $572.02 $1,047 - $1,144
2 Added 0.27%
746 $424,000
Q2 2024

Aug 01, 2024
BUY
$516.55 - $556.17 $2,066 - $2,224
4 Added 0.54%
744 $398,000
Q1 2024

Apr 15, 2024
BUY
$491.35 - $556.4 $49,626 - $56,196
101 Added 15.81%
740 $411,000
Q4 2023

Jan 30, 2024
SELL
$425.08 - $512.6 $54,835 - $66,125
-129 Reduced 16.8%
639 $324,000
Q3 2023

Oct 30, 2023
BUY
$450.89 - $498.33 $96,039 - $106,144
213 Added 38.38%
768 $350,000
Q2 2023

Jul 18, 2023
BUY
$439.95 - $478.91 $1,759 - $1,915
4 Added 0.73%
555 $265,000
Q1 2022

Apr 20, 2022
SELL
$459.24 - $521.7 $1,836 - $2,086
-4 Reduced 0.72%
551 $271,000
Q4 2021

Jan 28, 2022
BUY
$485.7 - $531.03 $1,942 - $2,124
4 Added 0.73%
555 $288,000
Q2 2021

Jul 26, 2021
SELL
$475.11 - $504.81 $1,900 - $2,019
-4 Reduced 0.72%
551 $271,000
Q4 2020

Feb 12, 2021
BUY
$343.51 - $421.75 $190,648 - $234,071
555 New
555 $234,000

Others Institutions Holding MDY

# of Institutions
1,419
Shares Held
28.5M
Call Options Held
428K
Put Options Held
269K
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 Octavia Wealth Advisors, LLC Portfolio

Follow Octavia Wealth Advisors, 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 Octavia Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Octavia Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email