Orgel Wealth Management, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Orgel Wealth Management, LLC

  • $3.69 Billion
  • Q4 2024

A detailed history of Orgel Wealth Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 1,637 shares of MDY stock, worth $926,214. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,637
Previous 1,606 1.93%
Holding current value
$926,214
Previous $914,000 1.97%
% of portfolio
0.03%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$563.99 - $620.12 $17,483 - $19,223
31 Added 1.93%
1,637 $932,000
Q3 2024

Oct 17, 2024
BUY
$523.84 - $572.02 $177,057 - $193,342
338 Added 26.66%
1,606 $914,000
Q2 2024

Jul 22, 2024
BUY
$516.55 - $556.17 $32,542 - $35,038
63 Added 5.23%
1,268 $678,000
Q1 2024

Apr 15, 2024
SELL
$491.35 - $556.4 $22,602 - $25,594
-46 Reduced 3.68%
1,205 $670,000
Q4 2023

Jan 11, 2024
BUY
$425.08 - $512.6 $1,700 - $2,050
4 Added 0.32%
1,251 $634,000
Q3 2023

Oct 26, 2023
SELL
$450.89 - $498.33 $64,928 - $71,759
-144 Reduced 10.35%
1,247 $569,000
Q2 2023

Jul 10, 2023
SELL
$439.95 - $478.91 $40,915 - $44,538
-93 Reduced 6.27%
1,391 $666,000
Q1 2023

Apr 06, 2023
SELL
$433.1 - $497.12 $433 - $497
-1 Reduced 0.07%
1,484 $680,000
Q4 2022

Jan 17, 2023
SELL
$409.49 - $470.66 $58,557 - $67,304
-143 Reduced 8.78%
1,485 $0
Q3 2022

Oct 25, 2022
BUY
$401.58 - $481.07 $5,220 - $6,253
13 Added 0.8%
1,628 $654,000
Q4 2021

Jan 24, 2022
SELL
$485.7 - $531.03 $3,885 - $4,248
-8 Reduced 0.49%
1,615 $836,000
Q3 2019

Oct 15, 2019
BUY
$334.13 - $362.01 $16,706 - $18,100
50 Added 3.18%
1,623 $572,000
Q2 2019

Jul 12, 2019
SELL
$330.13 - $361.02 $102,670 - $112,277
-311 Reduced 16.51%
1,573 $558,000
Q2 2018

Jul 16, 2018
SELL
$333.64 - $365.14 $123,446 - $135,101
-370 Reduced 16.42%
1,884 $669,000
Q4 2017

Feb 09, 2018
BUY
$329.2 - $347.26 $121,804 - $128,486
370 Added 19.64%
2,254 $779,000
Q3 2017

Nov 13, 2017
BUY
$308.35 - $326.33 $580,931 - $614,805
1,884
1,884 $615,000

Others Institutions Holding MDY

# of Institutions
1,527
Shares Held
29.2M
Call Options Held
723K
Put Options Held
407K
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
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