Peterson Wealth Management Spdr S&P Midcap 400 ETF Trust Transaction History

Peterson Wealth Management

  • $147 Million
  • Q1 2025

A detailed history of Peterson Wealth Management transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Peterson Wealth Management holds 1,816 shares of MDY stock, worth $1.04 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
1,816
Previous 1,756 3.42%
Holding current value
$1.04 Million
Previous $1 Million 3.2%
% of portfolio
0.66%
Previous 0.6%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Jun 16, 2025
BUY
$522.96 - $601.18 $31,377 - $36,070
60 Added 3.42%
1,816 $968,000
Q4 2024

Feb 14, 2025
BUY
$563.99 - $620.12 $36,659 - $40,307
65 Added 3.84%
1,756 $1 Million
Q3 2024

Nov 13, 2024
SELL
$523.84 - $572.02 $180,200 - $196,774
-344 Reduced 16.9%
1,691 $963,000
Q2 2024

Aug 05, 2024
SELL
$516.55 - $556.17 $79,032 - $85,094
-153 Reduced 6.99%
2,035 $1.09 Million
Q1 2024

May 15, 2024
SELL
$491.35 - $556.4 $29,972 - $33,940
-61 Reduced 2.71%
2,188 $1.22 Million
Q4 2023

Feb 22, 2024
BUY
$425.08 - $512.6 $240,170 - $289,619
565 Added 33.55%
2,249 $1.14 Million
Q3 2023

Nov 14, 2023
BUY
$450.89 - $498.33 $255,654 - $282,553
567 Added 50.76%
1,684 $768,000
Q2 2023

Aug 17, 2023
BUY
$439.95 - $478.91 $491,424 - $534,942
1,117 New
1,117 $534,000
Q2 2022

Aug 03, 2022
SELL
$402.57 - $493.76 $350,638 - $430,064
-871 Closed
0 $0
Q1 2022

Apr 26, 2022
SELL
$459.24 - $521.7 $222,272 - $252,502
-484 Reduced 35.72%
871 $427,000
Q4 2021

Feb 09, 2022
BUY
$485.7 - $531.03 $26,713 - $29,206
55 Added 4.23%
1,355 $701,000
Q3 2021

Nov 12, 2021
BUY
$468.36 - $506.04 $29,506 - $31,880
63 Added 5.09%
1,300 $625,000
Q2 2021

Aug 03, 2021
BUY
$475.11 - $504.81 $587,711 - $624,449
1,237 New
1,237 $607,000

Others Institutions Holding MDY

# of Institutions
1,541
Shares Held
33.3M
Call Options Held
821K
Put Options Held
537K
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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